+7.6%
VSTM vs VOO
+13.0%
-5.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.3% | +2.8% | +3.0% |
| 7D | -7.7% | -0.9% | -6.8% | -6.9% |
| 30D | +10.2% | -2.3% | +12.5% | +12.5% |
| 3M | +28.9% | -1.2% | +30.1% | +30.0% |
| 6M | +86.3% | +3.3% | +82.9% | +79.5% |
| YTD | +17.7% | +12.3% | +5.4% | +0.8% |
| 1Y | +7.6% | +12.5% | -4.9% | -8.1% |
| All | +7.6% | +13.0% | -5.4% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling