+123.1%
STXE vs VOO
+100.3%
+22.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.6% |
| 7D | +4.5% | +0.5% | +4.0% | +4.0% |
| 30D | +8.2% | -0.9% | +9.2% | +9.2% |
| 3M | +6.3% | +3.9% | +2.4% | +3.1% |
| 6M | +31.6% | +14.5% | +17.1% | +18.8% |
| YTD | +45.7% | +13.0% | +32.8% | +33.0% |
| 1Y | +67.5% | +19.4% | +48.0% | +47.1% |
| 3Y | +116.1% | +78.9% | +37.2% | +41.8% |
| All | +123.1% | +100.3% | +22.8% | +38.7% |
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 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