+24.9%
STRW vs VOO
+18.9%
+6.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.6% |
| 7D | +2.3% | -0.4% | +2.6% | +2.4% |
| 30D | +1.8% | -1.4% | +3.2% | +2.2% |
| 3M | +6.7% | +3.7% | +3.0% | +5.4% |
| 6M | +11.0% | +13.0% | -2.0% | +6.3% |
| YTD | +8.9% | +12.4% | -3.5% | +4.7% |
| 1Y | +24.9% | +18.6% | +6.3% | +1.8% |
| All | +24.9% | +18.9% | +6.1% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling