+266.4%
STT vs VOO
+315.3%
-48.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | +1.0% | -0.4% | +1.3% | +1.4% |
| 30D | +2.8% | -1.4% | +4.2% | +4.6% |
| 3M | +18.1% | +3.7% | +14.4% | +12.8% |
| 6M | +59.2% | +13.0% | +46.2% | +36.5% |
| YTD | +51.5% | +12.4% | +39.0% | +31.0% |
| 1Y | +75.7% | +18.6% | +57.1% | +42.3% |
| 3Y | +200.8% | +78.1% | +122.7% | +45.5% |
| 5Y | +155.8% | +82.3% | +73.5% | +21.3% |
| 10Y | +266.4% | +322.5% | -56.2% | -39.2% |
| All | +266.4% | +315.3% | -48.9% | -39.2% |
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