+73.8%
VOO vs STX
+493.0%
-419.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | +3.3% | +16.8% | -13.6% | +0.4% |
| 30D | -2.7% | -27.0% | +24.4% | +2.0% |
| 3M | -1.7% | -37.9% | +36.1% | +5.0% |
| 6M | +3.1% | -32.5% | +35.6% | +6.6% |
| YTD | +11.9% | +98.6% | -86.7% | -10.7% |
| 1Y | +12.1% | +93.6% | -81.5% | -10.5% |
| 3Y | +78.6% | +699.1% | -620.5% | -9.9% |
| 5Y | +73.8% | +481.0% | -407.2% | -5.6% |
| All | +73.8% | +493.0% | -419.2% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling