+100.0%
STXS vs VOO
+321.7%
-221.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -6.5% | -2.0% | -4.5% | -4.6% |
| 30D | -11.0% | -1.7% | -9.3% | -9.5% |
| 3M | -28.2% | +4.7% | -32.9% | -31.3% |
| 6M | -34.0% | +12.6% | -46.6% | -40.9% |
| YTD | -43.5% | +11.8% | -55.2% | -48.9% |
| 1Y | -53.7% | +17.5% | -71.3% | -60.0% |
| 3Y | -23.1% | +77.0% | -100.1% | -54.2% |
| 5Y | -77.7% | +82.6% | -160.3% | -86.9% |
| All | +100.0% | +321.7% | -221.7% | -34.6% |
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