+827.8%
VOO vs STT
+654.7%
+173.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | +0.1% | +3.9% | -3.8% | -1.5% |
| 3M | +2.0% | +20.0% | -17.9% | -5.2% |
| 6M | +13.0% | +55.3% | -42.3% | -5.2% |
| YTD | +13.6% | +53.3% | -39.8% | -4.6% |
| 1Y | +20.1% | +74.7% | -54.6% | -4.4% |
| 3Y | +77.6% | +205.8% | -128.3% | +12.1% |
| 5Y | +82.4% | +145.0% | -62.6% | +21.0% |
| 10Y | +316.8% | +266.0% | +50.8% | +114.4% |
| All | +827.8% | +654.7% | +173.1% | +226.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling