+194.4%
STT vs VOO
+311.2%
-116.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | +0.1% |
| 7D | +5.1% | +3.3% | +1.9% | +1.1% |
| 30D | -0.2% | -2.7% | +2.5% | +3.2% |
| 3M | -8.1% | -1.7% | -6.4% | -6.1% |
| 6M | +16.6% | +3.1% | +13.5% | +12.1% |
| YTD | +37.8% | +11.9% | +25.9% | +19.9% |
| 1Y | +46.8% | +12.1% | +34.8% | +27.5% |
| 3Y | +181.2% | +78.6% | +102.6% | +35.7% |
| 5Y | +105.1% | +73.8% | +31.3% | +3.5% |
| All | +194.4% | +311.2% | -116.8% | -46.4% |
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