+1,658.7%
VIST vs VOO
+81.6%
+1,577.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -3.2% | -0.4% | -2.8% | -3.0% |
| 30D | +9.1% | -1.4% | +10.5% | +10.2% |
| 3M | +4.3% | +3.7% | +0.6% | +0.6% |
| 6M | +23.8% | +13.0% | +10.7% | +9.8% |
| YTD | +53.2% | +12.4% | +40.8% | +36.7% |
| 1Y | +109.2% | +18.6% | +90.6% | +77.7% |
| 3Y | +200.1% | +78.1% | +122.0% | +79.1% |
| 5Y | +1,658.7% | +82.3% | +1,576.5% | +942.0% |
| All | +1,658.7% | +81.6% | +1,577.2% | +942.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling