+1,216.9%
VST vs ITOT
+299.7%
+917.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.8% |
| 7D | +8.9% | +0.1% | +8.8% | +8.8% |
| 30D | +6.2% | 0.0% | +6.2% | +6.2% |
| 3M | -2.7% | +2.0% | -4.7% | -4.6% |
| 6M | -8.4% | +13.0% | -21.4% | -19.2% |
| YTD | -7.2% | +14.0% | -21.2% | -18.6% |
| 1Y | -20.9% | +19.9% | -40.8% | -33.9% |
| 3Y | +384.0% | +75.8% | +308.2% | +199.0% |
| 5Y | +757.1% | +73.8% | +683.2% | +428.3% |
| All | +1,216.9% | +299.7% | +917.1% | +311.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling