-73.4%
VSTL vs VOO
+21.0%
-94.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.0% |
| 7D | -16.2% | -0.6% | -15.6% | -15.4% |
| 30D | -39.8% | -3.6% | -36.1% | -32.0% |
| 3M | -27.7% | -2.7% | -25.0% | -20.0% |
| 6M | -39.5% | +2.2% | -41.7% | -42.3% |
| YTD | -57.2% | +10.9% | -68.1% | -67.0% |
| 1Y | -70.0% | +11.3% | -81.4% | -76.9% |
| All | -73.4% | +21.0% | -94.4% | -83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling