+14,802.6%
STX vs VOO
+817.1%
+13,985.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.8% |
| 7D | +2.4% | +0.1% | +2.2% | +2.1% |
| 30D | +1.4% | +0.1% | +1.3% | +1.3% |
| 3M | -8.2% | +2.0% | -10.2% | -9.8% |
| 6M | +127.0% | +13.0% | +114.0% | +97.7% |
| YTD | +209.1% | +13.6% | +195.6% | +168.7% |
| 1Y | +365.4% | +20.1% | +345.3% | +280.5% |
| 3Y | +1,135.4% | +77.6% | +1,057.8% | +537.2% |
| 5Y | +991.5% | +82.4% | +909.1% | +451.6% |
| 10Y | +3,695.8% | +316.8% | +3,379.0% | +556.9% |
| All | +14,802.6% | +817.1% | +13,985.5% | +709.4% |
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