-72.3%
VSTL vs VOO
+21.4%
-93.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +2.3% | +12.3% | +7.6% |
| 7D | -6.1% | +0.1% | -6.1% | -7.1% |
| 30D | -37.2% | -3.3% | -33.9% | -29.9% |
| 3M | -21.9% | -2.4% | -19.5% | -14.5% |
| 6M | -36.9% | +2.6% | -39.5% | -40.5% |
| YTD | -55.4% | +11.3% | -66.7% | -66.0% |
| 1Y | -69.6% | +13.4% | -83.1% | -78.1% |
| All | -72.3% | +21.4% | -93.7% | -82.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling