+168.9%
STRT vs VOO
+78.5%
+90.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | 0.0% | +2.6% | -2.6% | -2.9% |
| 30D | +1.7% | -2.0% | +3.7% | +4.0% |
| 3M | -23.3% | -2.8% | -20.5% | -20.8% |
| 6M | -0.8% | +2.2% | -3.0% | -3.5% |
| YTD | -18.6% | +11.5% | -30.1% | -28.9% |
| 1Y | -8.7% | +13.5% | -22.2% | -21.8% |
| 3Y | +168.9% | +78.1% | +90.8% | +84.2% |
| All | +168.9% | +78.5% | +90.5% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling