+14.8%
VOO vs STM
+92.4%
-77.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.1% | +7.7% | +2.4% |
| 7D | -0.7% | -6.0% | +5.3% | 0.0% |
| 30D | -1.1% | -20.9% | +19.9% | +1.7% |
| 3M | -0.3% | -15.8% | +15.4% | +1.4% |
| 6M | +7.4% | -17.0% | +24.4% | +7.5% |
| YTD | +13.4% | +76.8% | -63.4% | -1.3% |
| 1Y | +14.8% | +96.5% | -81.7% | -2.2% |
| All | +14.8% | +92.4% | -77.6% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 1y: compounded portfolio wealth divided by compounded STM 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…
1y analysis · Full analysis span regression · 6 months rolling