+310.7%
VOO vs STM
+470.7%
-160.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | +2.6% | +12.0% | -9.4% | -0.4% |
| 30D | -2.0% | -0.4% | -1.6% | -2.4% |
| 3M | -2.8% | -13.2% | +10.4% | -0.2% |
| 6M | +2.2% | -26.1% | +28.2% | +6.7% |
| YTD | +11.5% | +81.2% | -69.7% | -10.5% |
| 1Y | +13.5% | +98.3% | -84.8% | -11.3% |
| 3Y | +78.1% | +16.7% | +61.4% | +53.0% |
| 5Y | +73.1% | -4.8% | +78.0% | +52.3% |
| All | +310.7% | +470.7% | -160.0% | +143.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling