+16.3%
STZ vs VOO
+309.6%
-293.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | +2.6% | +2.6% | 0.0% | +0.8% |
| 30D | +15.2% | -2.0% | +17.2% | +16.5% |
| 3M | +7.6% | -2.8% | +10.4% | +9.3% |
| 6M | +5.3% | +2.2% | +3.1% | +3.0% |
| YTD | +8.6% | +11.5% | -2.9% | -0.6% |
| 1Y | +15.6% | +13.5% | +2.1% | +4.4% |
| 3Y | -35.2% | +78.1% | -113.2% | -59.0% |
| 5Y | -29.1% | +73.1% | -102.2% | -54.7% |
| All | +16.3% | +309.6% | -293.3% | -65.9% |
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