+39.9%
VSTM vs VOO
+1.5%
+38.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.3% | -10.6% | -10.5% |
| 7D | -13.7% | -2.7% | -11.0% | -12.0% |
| 30D | +1.7% | -5.4% | +7.1% | +5.1% |
| 3M | +42.3% | -4.1% | +46.4% | +45.5% |
| 6M | +39.9% | +0.7% | +39.2% | +30.3% |
| All | +39.9% | +1.5% | +38.4% | +30.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling