+645.9%
VST vs VOO
+74.6%
+571.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.2% |
| 7D | +19.2% | +3.3% | +15.9% | +14.6% |
| 30D | -17.2% | -2.7% | -14.5% | -14.1% |
| 3M | -8.1% | -1.7% | -6.4% | -5.8% |
| 6M | -8.1% | +3.1% | -11.3% | -11.3% |
| YTD | -16.3% | +11.9% | -28.2% | -26.9% |
| 1Y | -24.1% | +12.1% | -36.2% | -33.8% |
| 3Y | +300.2% | +78.6% | +221.6% | +132.8% |
| 5Y | +645.9% | +73.8% | +572.1% | +325.3% |
| All | +645.9% | +74.6% | +571.3% | +325.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling