+1,164.9%
VST vs VOO
+309.6%
+855.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | +6.6% | +2.6% | +4.0% | +3.9% |
| 30D | -12.4% | -2.0% | -10.4% | -10.4% |
| 3M | -9.0% | -2.8% | -6.2% | -6.0% |
| 6M | -6.4% | +2.2% | -8.6% | -8.1% |
| YTD | -17.2% | +11.5% | -28.7% | -25.6% |
| 1Y | -22.0% | +13.5% | -35.5% | -31.1% |
| 3Y | +296.7% | +78.1% | +218.6% | +143.2% |
| 5Y | +637.6% | +73.1% | +564.4% | +358.1% |
| All | +1,164.9% | +309.6% | +855.2% | +295.8% |
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