+139.9%
STRZ vs VOO
+12.1%
+127.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | +5.0% | +2.6% | +2.5% | +1.7% |
| 30D | +1.6% | -2.0% | +3.6% | +4.5% |
| 3M | -7.6% | -2.8% | -4.8% | -4.0% |
| 6M | +31.8% | +2.2% | +29.6% | +29.8% |
| YTD | +121.2% | +11.5% | +109.7% | +98.4% |
| 1Y | +139.9% | +13.5% | +126.4% | +116.5% |
| All | +139.9% | +12.1% | +127.8% | +116.5% |
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