+310.7%
VOO vs STX
+2,020.3%
-1,709.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.3% |
| 7D | +2.6% | +14.6% | -12.0% | -0.5% |
| 30D | -2.0% | -26.0% | +24.0% | +3.5% |
| 3M | -2.8% | -42.6% | +39.8% | +7.2% |
| 6M | +2.2% | -35.3% | +37.4% | +7.4% |
| YTD | +11.5% | +92.5% | -80.9% | -12.3% |
| 1Y | +13.5% | +102.4% | -88.9% | -12.3% |
| 3Y | +78.1% | +673.8% | -595.7% | -9.3% |
| 5Y | +73.1% | +463.1% | -389.9% | -6.7% |
| All | +310.7% | +2,020.3% | -1,709.6% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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