+710.2%
VIST vs VOO
+184.9%
+525.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | +5.1% | +0.1% | +5.0% | +4.9% |
| 30D | +15.1% | +0.1% | +15.1% | +14.9% |
| 3M | -3.6% | +2.0% | -5.7% | -6.5% |
| 6M | +23.5% | +13.0% | +10.5% | +4.9% |
| YTD | +51.5% | +13.6% | +37.9% | +28.1% |
| 1Y | +89.4% | +20.1% | +69.3% | +49.9% |
| 3Y | +175.7% | +77.6% | +98.2% | +36.0% |
| 5Y | +1,527.6% | +82.4% | +1,445.2% | +664.9% |
| All | +710.2% | +184.9% | +525.3% | +128.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling