+314.1%
VOO vs STX
+3,548.7%
-3,234.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | 0.0% |
| 7D | -2.0% | +8.0% | -10.0% | -3.7% |
| 30D | -1.7% | +5.1% | -6.8% | -3.3% |
| 3M | +4.7% | +5.8% | -1.0% | +1.1% |
| 6M | +12.6% | +124.9% | -112.4% | -10.1% |
| YTD | +11.8% | +213.9% | -202.1% | -19.4% |
| 1Y | +17.5% | +350.4% | -332.9% | -24.6% |
| 3Y | +77.0% | +1,314.2% | -1,237.2% | -19.9% |
| 5Y | +82.6% | +1,092.8% | -1,010.2% | -16.0% |
| All | +314.1% | +3,548.7% | -3,234.6% | +41.8% |
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