+243.0%
STRT vs VOO
+777.9%
-534.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.3% |
| 7D | -1.2% | -2.7% | +1.5% | +0.7% |
| 30D | -4.5% | -5.4% | +0.8% | -0.7% |
| 3M | -28.6% | -4.1% | -24.6% | -26.5% |
| 6M | -18.3% | +0.7% | -19.1% | -18.8% |
| YTD | -18.6% | +8.7% | -27.3% | -23.1% |
| 1Y | -8.6% | +11.0% | -19.6% | -14.7% |
| 3Y | +172.0% | +75.5% | +96.5% | +91.8% |
| 5Y | +50.0% | +68.4% | -18.4% | +7.0% |
| 10Y | +97.4% | +315.7% | -218.3% | -20.8% |
| All | +243.0% | +777.9% | -534.8% | -12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling