+64.7%
STXS vs VOO
+309.6%
-244.9%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -22.9% | +2.6% | -25.5% | -24.9% |
| 30D | -20.0% | -2.0% | -18.0% | -18.8% |
| 3M | -39.1% | -2.8% | -36.4% | -37.7% |
| 6M | -54.6% | +2.2% | -56.8% | -55.6% |
| YTD | -63.5% | +11.5% | -75.0% | -67.1% |
| 1Y | -62.5% | +13.5% | -76.0% | -66.7% |
| 3Y | -41.7% | +78.1% | -119.8% | -65.5% |
| 5Y | -87.1% | +73.1% | -160.3% | -92.1% |
| All | +64.7% | +309.6% | -244.9% | -47.8% |
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