+78.9%
VOO vs STZ
-50.3%
+129.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.6% | +5.1% | +0.1% |
| 7D | +0.5% | -7.4% | +7.9% | +1.4% |
| 30D | -0.9% | -10.9% | +10.0% | +0.3% |
| 3M | +3.9% | -13.4% | +17.3% | +5.4% |
| 6M | +14.5% | -16.2% | +30.7% | +16.5% |
| YTD | +13.0% | -10.4% | +23.4% | +13.1% |
| 1Y | +19.4% | -14.8% | +34.2% | +20.4% |
| 3Y | +78.9% | -50.1% | +129.0% | +92.7% |
| All | +78.9% | -50.3% | +129.2% | +92.7% |
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