+67.5%
STXV vs VOO
+103.5%
-36.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.1% |
| 7D | -1.0% | -0.8% | -0.3% | -0.5% |
| 30D | -0.5% | -1.1% | +0.6% | +0.3% |
| 3M | +4.5% | +3.9% | +0.7% | +1.8% |
| 6M | +12.4% | +13.6% | -1.2% | +2.6% |
| YTD | +19.0% | +12.7% | +6.2% | +9.2% |
| 1Y | +24.2% | +17.6% | +6.7% | +10.6% |
| 3Y | +66.8% | +77.3% | -10.5% | +7.4% |
| All | +67.5% | +103.5% | -36.0% | -3.7% |
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 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