+155.8%
STT vs VOO
+81.6%
+74.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +1.0% | -0.4% | +1.3% | +1.4% |
| 30D | +2.8% | -1.4% | +4.2% | +4.4% |
| 3M | +18.1% | +3.7% | +14.4% | +13.1% |
| 6M | +59.2% | +13.0% | +46.2% | +37.7% |
| YTD | +51.5% | +12.4% | +39.0% | +32.1% |
| 1Y | +75.7% | +18.6% | +57.1% | +44.1% |
| 3Y | +200.8% | +78.1% | +122.7% | +50.9% |
| 5Y | +155.8% | +82.3% | +73.5% | +24.1% |
| All | +155.8% | +81.6% | +74.2% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling