-28.1%
VSTS vs VOO
+85.9%
-114.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.6% |
| 7D | +12.5% | +0.5% | +12.0% | +11.8% |
| 30D | -3.9% | -0.9% | -3.0% | -2.9% |
| 3M | +9.6% | +3.9% | +5.7% | +4.1% |
| 6M | +73.7% | +14.5% | +59.1% | +45.9% |
| YTD | +104.6% | +13.0% | +91.7% | +75.3% |
| 1Y | +220.4% | +19.4% | +201.0% | +155.1% |
| All | -28.1% | +85.9% | -114.0% | -68.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling