+1,383.2%
STX vs VOO
+79.1%
+1,304.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.0% | +7.4% |
| 7D | +10.7% | +0.5% | +10.2% | +9.6% |
| 30D | +11.3% | -0.9% | +12.2% | +12.9% |
| 3M | +3.2% | +3.9% | -0.7% | -2.4% |
| 6M | +157.0% | +14.5% | +142.4% | +111.7% |
| YTD | +229.2% | +13.0% | +216.3% | +178.2% |
| 1Y | +381.8% | +19.4% | +362.4% | +280.6% |
| 3Y | +1,383.2% | +78.9% | +1,304.3% | +642.7% |
| All | +1,383.2% | +79.1% | +1,304.1% | +642.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling