-30.2%
VSTS vs VOO
+87.0%
-117.1%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +6.2% |
| 7D | +6.3% | +0.1% | +6.1% | +6.1% |
| 30D | -4.8% | +0.1% | -4.9% | -4.9% |
| 3M | +0.2% | +2.0% | -1.9% | -2.6% |
| 6M | +73.1% | +13.0% | +60.1% | +48.0% |
| YTD | +98.8% | +13.6% | +85.2% | +69.3% |
| 1Y | +194.0% | +20.1% | +173.9% | +132.6% |
| All | -30.2% | +87.0% | -117.1% | -69.7% |
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