+66.0%
STXV vs VOO
+75.9%
-9.9%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -1.9% | -2.0% | +0.1% | -0.7% |
| 30D | -0.5% | -1.7% | +1.2% | +0.5% |
| 3M | +5.1% | +4.7% | +0.4% | +1.9% |
| 6M | +11.9% | +12.6% | -0.7% | +3.3% |
| YTD | +18.4% | +11.8% | +6.6% | +9.8% |
| 1Y | +25.4% | +17.5% | +7.8% | +12.3% |
| All | +66.0% | +75.9% | -9.9% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling