+919.5%
STZ vs VOO
+775.2%
+144.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.7% | +2.7% |
| 7D | +11.8% | -4.7% | +16.5% | +15.8% |
| 30D | +26.0% | -5.9% | +31.9% | +31.6% |
| 3M | +11.5% | -4.5% | +16.0% | +15.1% |
| 6M | -2.0% | +1.9% | -3.8% | -4.2% |
| YTD | +7.9% | +8.4% | -0.5% | -0.2% |
| 1Y | +13.9% | +9.5% | +4.5% | +4.6% |
| 3Y | -35.8% | +75.3% | -111.1% | -60.9% |
| 5Y | -28.4% | +67.9% | -96.3% | -55.5% |
| 10Y | +7.1% | +314.4% | -307.4% | -71.9% |
| All | +919.5% | +775.2% | +144.2% | +27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling