+515.1%
VIST vs VOO
+181.7%
+333.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.8% |
| 7D | -9.8% | -0.9% | -8.8% | -8.7% |
| 30D | -19.4% | -2.3% | -17.0% | -17.4% |
| 3M | -15.4% | -1.2% | -14.2% | -14.8% |
| 6M | -16.3% | +3.3% | -19.6% | -20.4% |
| YTD | +15.0% | +12.3% | +2.7% | -2.0% |
| 1Y | +10.0% | +12.5% | -2.5% | -6.5% |
| 3Y | +109.2% | +79.2% | +30.0% | +1.5% |
| 5Y | +823.6% | +75.7% | +747.9% | +354.5% |
| All | +515.1% | +181.7% | +333.3% | +74.4% |
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