+588.9%
VST vs VOO
+67.9%
+521.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.3% | +10.3% | +10.2% |
| 7D | -9.8% | -2.7% | -7.1% | -6.8% |
| 30D | -25.1% | -5.4% | -19.8% | -19.6% |
| 3M | -11.6% | -4.1% | -7.5% | -6.6% |
| 6M | -20.9% | +0.7% | -21.7% | -21.5% |
| YTD | -22.3% | +8.7% | -31.0% | -29.7% |
| 1Y | -32.0% | +11.0% | -43.0% | -40.0% |
| 3Y | +262.4% | +75.5% | +186.9% | +116.6% |
| All | +588.9% | +67.9% | +521.0% | +308.0% |
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