+608.4%
VST vs ITOT
+63.9%
+544.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.6% |
| 7D | +6.6% | +2.5% | +4.1% | +3.5% |
| 30D | -12.4% | -1.7% | -10.7% | -10.4% |
| 3M | -9.0% | -3.4% | -5.6% | -4.7% |
| 6M | -6.4% | +2.1% | -8.6% | -8.5% |
| YTD | -17.2% | +11.5% | -28.7% | -27.1% |
| 1Y | -22.0% | +13.6% | -35.6% | -32.9% |
| 3Y | +296.7% | +77.2% | +219.5% | +136.8% |
| All | +608.4% | +63.9% | +544.5% | +324.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling