+1,112.0%
VST vs VOO
+309.9%
+802.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.3% | +10.3% | +10.2% |
| 7D | -9.8% | -2.7% | -7.1% | -7.3% |
| 30D | -25.1% | -5.4% | -19.8% | -20.6% |
| 3M | -11.6% | -4.1% | -7.5% | -7.5% |
| 6M | -20.9% | +0.7% | -21.7% | -21.3% |
| YTD | -22.3% | +8.7% | -31.0% | -28.4% |
| 1Y | -32.0% | +11.0% | -43.0% | -38.6% |
| 3Y | +262.4% | +75.5% | +186.9% | +125.9% |
| 5Y | +563.4% | +68.4% | +495.0% | +323.8% |
| All | +1,112.0% | +309.9% | +802.1% | +310.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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