+366.2%
STX vs VOO
+18.9%
+347.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -0.9% |
| 7D | +9.6% | -0.4% | +9.9% | +10.3% |
| 30D | +10.6% | -1.4% | +12.0% | +14.3% |
| 3M | +4.8% | +3.7% | +1.1% | -4.4% |
| 6M | +137.3% | +13.0% | +124.2% | +77.4% |
| YTD | +222.5% | +12.4% | +210.0% | +145.7% |
| 1Y | +366.2% | +18.6% | +347.6% | +190.6% |
| All | +366.2% | +18.9% | +347.4% | +190.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling