+78.9%
VOO vs STLA
-65.4%
+144.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.1% |
| 7D | +0.5% | +0.7% | -0.2% | +0.4% |
| 30D | -0.9% | -2.4% | +1.4% | -0.7% |
| 3M | +3.9% | -23.9% | +27.8% | +8.2% |
| 6M | +14.5% | -24.6% | +39.2% | +19.1% |
| YTD | +13.0% | -50.5% | +63.5% | +24.8% |
| 1Y | +19.4% | -39.8% | +59.3% | +26.0% |
| 3Y | +78.9% | -65.6% | +144.5% | +97.3% |
| All | +78.9% | -65.4% | +144.3% | +97.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling