+649.4%
STT vs VOO
+817.1%
-167.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.6% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +3.9% | +0.1% | +3.8% | +3.8% |
| 3M | +20.0% | +2.0% | +17.9% | +16.7% |
| 6M | +55.3% | +13.0% | +42.3% | +32.4% |
| YTD | +53.3% | +13.6% | +39.8% | +30.2% |
| 1Y | +74.7% | +20.1% | +54.6% | +38.2% |
| 3Y | +205.8% | +77.6% | +128.3% | +44.8% |
| 5Y | +145.0% | +82.4% | +62.6% | +13.1% |
| 10Y | +266.0% | +316.8% | -50.8% | -42.5% |
| All | +649.4% | +817.1% | -167.7% | -61.4% |
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 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