-93.4%
VSTM vs VOO
+641.3%
-734.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.8% |
| 7D | -10.6% | -0.6% | -10.1% | -10.0% |
| 30D | +4.2% | -3.6% | +7.8% | +9.6% |
| 3M | +28.6% | -2.7% | +31.3% | +33.3% |
| 6M | +78.5% | +2.2% | +76.3% | +71.7% |
| YTD | +13.1% | +10.9% | +2.2% | -3.3% |
| 1Y | +5.8% | +11.3% | -5.5% | -10.3% |
| 3Y | +36.8% | +76.9% | -40.1% | -41.1% |
| 5Y | -72.5% | +73.5% | -146.1% | -87.5% |
| 10Y | -41.8% | +307.7% | -349.5% | -92.2% |
| All | -93.4% | +641.3% | -734.8% | -99.6% |
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