-62.1%
VSTL vs VOO
+21.9%
-84.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -3.2% |
| 7D | +3.5% | -2.0% | +5.5% | +9.6% |
| 30D | +0.7% | -1.7% | +2.4% | +5.8% |
| 3M | +2.2% | +4.7% | -2.5% | -12.0% |
| 6M | -35.0% | +12.6% | -47.6% | -54.2% |
| YTD | -38.9% | +11.8% | -50.7% | -54.8% |
| 1Y | -67.7% | +17.5% | -85.2% | -78.9% |
| All | -62.1% | +21.9% | -84.0% | -77.1% |
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