+98.5%
STXS vs VOO
+325.3%
-226.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.6% |
| 7D | -7.2% | -0.8% | -6.4% | -6.5% |
| 30D | -7.9% | -1.1% | -6.8% | -6.9% |
| 3M | -29.1% | +3.9% | -33.0% | -31.6% |
| 6M | -33.2% | +13.6% | -46.8% | -40.7% |
| YTD | -43.9% | +12.7% | -56.6% | -49.7% |
| 1Y | -55.2% | +17.6% | -72.8% | -61.3% |
| 3Y | -23.2% | +77.3% | -100.5% | -54.4% |
| 5Y | -77.9% | +84.1% | -162.0% | -87.1% |
| All | +98.5% | +325.3% | -226.8% | -35.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling