+314.1%
VOO vs STLA
+51.6%
+262.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.0% | -3.8% | +1.8% | -1.1% |
| 30D | -1.7% | -3.1% | +1.5% | -1.1% |
| 3M | +4.7% | -19.6% | +24.4% | +9.9% |
| 6M | +12.6% | -23.5% | +36.0% | +18.9% |
| YTD | +11.8% | -51.5% | +63.3% | +30.3% |
| 1Y | +17.5% | -39.7% | +57.2% | +28.0% |
| 3Y | +77.0% | -66.3% | +143.3% | +116.3% |
| 5Y | +82.6% | -63.1% | +145.7% | +110.9% |
| All | +314.1% | +51.6% | +262.4% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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