+313.7%
VOO vs STLD
+802.0%
-488.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.0% |
| 7D | -0.9% | -0.5% | -0.4% | -0.8% |
| 30D | -2.3% | -0.1% | -2.3% | -2.4% |
| 3M | -1.2% | -9.2% | +8.0% | +0.8% |
| 6M | +3.3% | +1.8% | +1.6% | +1.8% |
| YTD | +12.3% | +42.1% | -29.8% | +0.7% |
| 1Y | +12.5% | +58.5% | -46.0% | -2.1% |
| 3Y | +79.2% | +128.2% | -49.0% | +38.2% |
| 5Y | +75.7% | +288.2% | -212.6% | +12.6% |
| 10Y | +313.7% | +799.8% | -486.1% | +95.3% |
| All | +313.7% | +802.0% | -488.4% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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