+13.5%
VOO vs STX
+94.2%
-80.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.1% |
| 7D | +2.6% | +14.6% | -12.0% | +1.4% |
| 30D | -2.0% | -26.0% | +24.0% | -0.1% |
| 3M | -2.8% | -42.6% | +39.8% | +0.6% |
| 6M | +2.2% | -35.3% | +37.4% | +3.9% |
| YTD | +11.5% | +92.5% | -80.9% | +1.9% |
| 1Y | +13.5% | +102.4% | -88.9% | +2.7% |
| All | +13.5% | +94.2% | -80.7% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling