+82.3%
VOO vs STM
+20.9%
+61.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.4% |
| 7D | +0.5% | +5.2% | -4.7% | -0.6% |
| 30D | -0.9% | -7.4% | +6.4% | +0.7% |
| 3M | +3.9% | -30.6% | +34.5% | +11.4% |
| 6M | +14.5% | +66.4% | -51.8% | -3.2% |
| YTD | +13.0% | +101.1% | -88.2% | -9.8% |
| 1Y | +19.4% | +97.4% | -77.9% | -4.9% |
| 3Y | +78.9% | +21.1% | +57.7% | +55.7% |
| 5Y | +82.3% | +22.5% | +59.8% | +49.5% |
| All | +82.3% | +20.9% | +61.4% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling