+92.7%
STX vs VOO
+13.0%
+79.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.3% | +8.7% | +6.5% |
| 7D | -1.0% | -0.9% | 0.0% | +3.0% |
| 30D | -26.8% | -2.3% | -24.4% | -20.6% |
| 3M | -32.7% | -1.2% | -31.5% | -29.4% |
| 6M | -33.7% | +3.3% | -37.1% | -38.0% |
| YTD | +101.0% | +12.3% | +88.7% | +52.2% |
| 1Y | +92.7% | +12.5% | +80.2% | +46.4% |
| All | +92.7% | +13.0% | +79.7% | +46.4% |
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 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