+120.3%
STXE vs VOO
+99.8%
+20.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.8% |
| 7D | -0.2% | -0.8% | +0.6% | +0.5% |
| 30D | +4.0% | -1.1% | +5.1% | +5.1% |
| 3M | +1.1% | +3.9% | -2.8% | -1.9% |
| 6M | +26.4% | +13.6% | +12.8% | +14.8% |
| YTD | +43.9% | +12.7% | +31.2% | +31.6% |
| 1Y | +61.9% | +17.6% | +44.3% | +43.8% |
| 3Y | +111.9% | +77.3% | +34.6% | +39.9% |
| All | +120.3% | +99.8% | +20.5% | +37.3% |
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