-47.1%
VTSI vs VOO
+18.2%
-65.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | -0.2% |
| 7D | -3.6% | -0.8% | -2.8% | -2.5% |
| 30D | -9.7% | -1.1% | -8.6% | -8.2% |
| 3M | -12.6% | +3.9% | -16.5% | -17.5% |
| 6M | -29.2% | +13.6% | -42.8% | -43.1% |
| YTD | -29.0% | +12.7% | -41.8% | -41.9% |
| 1Y | -47.1% | +17.6% | -64.6% | -58.3% |
| All | -47.1% | +18.2% | -65.3% | -58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling