+573.6%
STT vs VOO
+803.9%
-230.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | +0.2% |
| 7D | +5.1% | +3.3% | +1.9% | +0.9% |
| 30D | -0.2% | -2.7% | +2.5% | +3.3% |
| 3M | -8.1% | -1.7% | -6.4% | -6.1% |
| 6M | +16.6% | +3.1% | +13.5% | +11.9% |
| YTD | +37.8% | +11.9% | +25.9% | +19.2% |
| 1Y | +46.8% | +12.1% | +34.8% | +26.8% |
| 3Y | +181.2% | +78.6% | +102.6% | +32.2% |
| 5Y | +105.1% | +73.8% | +31.3% | +0.9% |
| 10Y | +202.3% | +312.3% | -110.0% | -51.8% |
| All | +573.6% | +803.9% | -230.2% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling