+769.3%
VST vs VOO
+82.6%
+686.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.0% |
| 7D | +8.9% | +0.1% | +8.8% | +8.7% |
| 30D | +6.2% | +0.1% | +6.1% | +6.1% |
| 3M | -2.7% | +2.0% | -4.7% | -5.2% |
| 6M | -8.4% | +13.0% | -21.4% | -21.4% |
| YTD | -7.2% | +13.6% | -20.8% | -20.6% |
| 1Y | -20.9% | +20.1% | -41.0% | -36.6% |
| 3Y | +384.0% | +77.6% | +306.4% | +180.3% |
| All | +769.3% | +82.6% | +686.8% | +374.2% |
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