+1,232.7%
VST vs ITOT
+295.4%
+937.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | +5.3% | -0.4% | +5.7% | +5.7% |
| 30D | +5.8% | -1.6% | +7.3% | +7.5% |
| 3M | +3.5% | +3.5% | -0.1% | -0.2% |
| 6M | -7.4% | +13.1% | -20.5% | -18.5% |
| YTD | -6.1% | +12.7% | -18.8% | -16.7% |
| 1Y | -21.6% | +18.3% | -39.9% | -33.6% |
| 3Y | +357.2% | +76.4% | +280.8% | +182.3% |
| 5Y | +777.0% | +73.8% | +703.3% | +441.7% |
| All | +1,232.7% | +295.4% | +937.4% | +321.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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