-11.1%
VSTS vs VOO
+78.4%
-89.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.4% | -0.7% |
| 7D | -1.4% | +0.1% | -1.4% | -1.5% |
| 30D | +2.5% | -3.3% | +5.8% | +6.6% |
| 3M | +1.9% | -2.4% | +4.3% | +4.8% |
| 6M | +56.7% | +2.6% | +54.1% | +51.3% |
| YTD | +117.1% | +11.3% | +105.8% | +90.3% |
| 1Y | +173.2% | +13.4% | +159.8% | +133.5% |
| 3Y | -11.1% | +80.3% | -91.4% | -45.5% |
| All | -11.1% | +78.4% | -89.5% | -45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling