+75.6%
STRW vs VOO
+99.9%
-24.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.7% | -3.9% |
| 7D | -4.1% | -0.9% | -3.1% | -3.7% |
| 30D | -2.9% | -2.3% | -0.5% | -2.1% |
| 3M | -6.6% | -1.2% | -5.4% | -6.2% |
| 6M | -0.2% | +3.3% | -3.6% | -1.5% |
| YTD | -0.5% | +12.3% | -12.8% | -4.8% |
| 1Y | +9.3% | +12.5% | -3.2% | +4.6% |
| 3Y | +111.8% | +79.2% | +32.6% | +87.5% |
| All | +75.6% | +99.9% | -24.3% | +61.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling