-75.9%
STUB vs VOO
+15.9%
-91.8%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.7% |
| 7D | -13.5% | +2.6% | -16.1% | -16.7% |
| 30D | -4.8% | -2.0% | -2.9% | -2.3% |
| 3M | -30.9% | -2.8% | -28.1% | -27.9% |
| 6M | -29.4% | +2.2% | -31.6% | -32.0% |
| YTD | -60.8% | +11.5% | -72.3% | -66.9% |
| 1Y | -71.8% | +13.5% | -85.3% | -77.2% |
| All | -75.9% | +15.9% | -91.8% | -80.7% |
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