-93.8%
VSTM vs VOO
+659.3%
-753.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.1% | +3.3% |
| 7D | +13.6% | +0.1% | +13.5% | +13.3% |
| 30D | +39.7% | +0.1% | +39.6% | +39.5% |
| 3M | +112.4% | +2.0% | +110.4% | +105.1% |
| 6M | +41.1% | +13.0% | +28.1% | +17.6% |
| YTD | +6.2% | +13.6% | -7.4% | -12.0% |
| 1Y | -22.3% | +20.1% | -42.4% | -40.7% |
| 3Y | -16.8% | +77.6% | -94.4% | -64.3% |
| 5Y | -75.1% | +82.4% | -157.5% | -89.4% |
| 10Y | -48.6% | +316.8% | -365.5% | -93.3% |
| All | -93.8% | +659.3% | -753.1% | -99.7% |
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 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