+116.9%
STXE vs VOO
+98.1%
+18.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.8% |
| 7D | +0.1% | -2.0% | +2.1% | +1.9% |
| 30D | +5.2% | -1.7% | +6.9% | +6.9% |
| 3M | +5.6% | +4.7% | +0.9% | +1.8% |
| 6M | +24.6% | +12.6% | +12.0% | +14.1% |
| YTD | +41.6% | +11.8% | +29.9% | +30.5% |
| 1Y | +60.5% | +17.5% | +42.9% | +42.9% |
| 3Y | +110.0% | +77.0% | +33.0% | +39.2% |
| All | +116.9% | +98.1% | +18.7% | +36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling