-69.9%
VTSI vs VOO
+82.8%
-152.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.4% |
| 7D | -3.6% | -0.8% | -2.8% | -3.0% |
| 30D | -9.7% | -1.1% | -8.6% | -8.9% |
| 3M | -12.6% | +3.9% | -16.5% | -15.0% |
| 6M | -29.2% | +13.6% | -42.8% | -35.4% |
| YTD | -29.0% | +12.7% | -41.8% | -34.7% |
| 1Y | -47.1% | +17.6% | -64.6% | -52.5% |
| 3Y | -55.4% | +77.3% | -132.7% | -67.6% |
| All | -69.9% | +82.8% | -152.7% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling