+738.1%
VIST vs VOO
+182.7%
+555.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -4.3% |
| 7D | +3.4% | -0.8% | +4.2% | +4.2% |
| 30D | +15.5% | -1.1% | +16.6% | +16.7% |
| 3M | +4.5% | +3.9% | +0.6% | -0.8% |
| 6M | +27.8% | +13.6% | +14.2% | +7.9% |
| YTD | +56.7% | +12.7% | +44.0% | +33.5% |
| 1Y | +104.7% | +17.6% | +87.1% | +65.9% |
| 3Y | +209.4% | +77.3% | +132.1% | +52.6% |
| 5Y | +1,729.0% | +84.1% | +1,644.9% | +744.9% |
| All | +738.1% | +182.7% | +555.4% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling