+1,162.4%
VST vs ITOT
+286.7%
+875.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.6% |
| 7D | -6.0% | -0.5% | -5.5% | -5.6% |
| 30D | -18.8% | -3.4% | -15.3% | -15.6% |
| 3M | -8.0% | -3.1% | -5.0% | -4.7% |
| 6M | -10.9% | +2.2% | -13.1% | -12.5% |
| YTD | -18.3% | +11.0% | -29.4% | -26.2% |
| 1Y | -29.9% | +11.4% | -41.3% | -36.8% |
| 3Y | +290.3% | +76.4% | +213.9% | +142.7% |
| 5Y | +635.3% | +65.1% | +570.2% | +377.7% |
| 10Y | +1,162.4% | +287.4% | +875.0% | +300.2% |
| All | +1,162.4% | +286.7% | +875.7% | +300.2% |
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