+82.3%
VOO vs STT
+150.3%
-68.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.7% | -0.1% |
| 7D | +0.5% | +2.2% | -1.6% | -0.3% |
| 30D | -0.9% | +3.9% | -4.8% | -2.4% |
| 3M | +3.9% | +19.2% | -15.3% | -2.9% |
| 6M | +14.5% | +60.4% | -45.8% | -4.4% |
| YTD | +13.0% | +51.5% | -38.5% | -4.0% |
| 1Y | +19.4% | +76.3% | -56.9% | -4.3% |
| 3Y | +78.9% | +200.7% | -121.9% | +15.9% |
| 5Y | +82.3% | +157.5% | -75.2% | +16.9% |
| All | +82.3% | +150.3% | -68.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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