+322.5%
VOO vs STRL
+7,055.3%
-6,732.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.3% |
| 7D | -0.4% | +8.2% | -8.6% | -1.5% |
| 30D | -1.4% | -6.3% | +4.9% | -0.7% |
| 3M | +3.7% | -41.2% | +44.9% | +10.6% |
| 6M | +13.0% | +20.4% | -7.3% | +4.6% |
| YTD | +12.4% | +61.7% | -49.3% | -1.5% |
| 1Y | +18.6% | +72.7% | -54.1% | +1.5% |
| 3Y | +78.1% | +530.9% | -452.9% | +15.6% |
| 5Y | +82.3% | +2,125.4% | -2,043.1% | -8.7% |
| 10Y | +322.5% | +7,301.3% | -6,978.8% | +65.5% |
| All | +322.5% | +7,055.3% | -6,732.8% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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