+132.3%
STRZ vs VOO
+36.7%
+95.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.3% | +2.7% |
| 7D | +17.8% | +0.1% | +17.7% | +17.8% |
| 30D | +9.4% | -3.3% | +12.7% | +14.1% |
| 3M | -0.8% | -2.4% | +1.6% | +2.5% |
| 6M | +31.5% | +2.6% | +28.9% | +28.6% |
| YTD | +122.4% | +11.3% | +111.1% | +100.0% |
| 1Y | +152.4% | +13.4% | +138.9% | +123.4% |
| All | +132.3% | +36.7% | +95.6% | +111.7% |
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