+82.3%
VOO vs STX
+1,117.9%
-1,035.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.6% | -0.1% |
| 7D | -0.4% | +9.6% | -9.9% | -2.1% |
| 30D | -1.4% | +10.6% | -12.0% | -3.6% |
| 3M | +3.7% | +4.8% | -1.1% | +0.9% |
| 6M | +13.0% | +137.3% | -124.2% | -8.1% |
| YTD | +12.4% | +222.5% | -210.0% | -16.3% |
| 1Y | +18.6% | +366.2% | -347.6% | -21.4% |
| 3Y | +78.1% | +1,352.9% | -1,274.8% | -18.2% |
| 5Y | +82.3% | +1,077.4% | -995.2% | -11.5% |
| All | +82.3% | +1,117.9% | -1,035.6% | -11.5% |
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