+79.4%
VOO vs STZ
-35.6%
+114.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.4% |
| 7D | -0.9% | -0.9% | 0.0% | -0.8% |
| 30D | -2.3% | +14.9% | -17.3% | -3.6% |
| 3M | -1.2% | +8.4% | -9.6% | -1.9% |
| 6M | +3.3% | +2.8% | +0.5% | +3.0% |
| YTD | +12.3% | +7.5% | +4.8% | +10.4% |
| 1Y | +12.5% | +12.5% | 0.0% | +9.6% |
| All | +79.4% | -35.6% | +114.9% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 3y: compounded portfolio wealth divided by compounded STZ 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…
3y analysis · Full analysis span regression · 6 months rolling