+77.1%
VOO vs VST
+290.3%
-213.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.1% |
| 7D | -0.6% | -6.0% | +5.4% | -0.1% |
| 30D | -3.6% | -18.8% | +15.1% | -1.5% |
| 3M | -2.7% | -8.0% | +5.3% | -2.3% |
| 6M | +2.2% | -10.9% | +13.2% | +2.7% |
| YTD | +10.9% | -18.3% | +29.2% | +11.9% |
| 1Y | +11.3% | -29.9% | +41.3% | +14.5% |
| All | +77.1% | +290.3% | -213.2% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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