+89.4%
VIST vs SPY
+20.8%
+68.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +5.1% | +0.1% | +5.0% | +5.2% |
| 30D | +15.1% | +0.1% | +15.1% | +15.2% |
| 3M | -3.6% | +2.0% | -5.6% | -3.4% |
| 6M | +23.5% | +13.0% | +10.5% | +26.6% |
| YTD | +51.5% | +13.5% | +38.0% | +54.7% |
| 1Y | +89.4% | +20.0% | +69.4% | +100.1% |
| All | +89.4% | +20.8% | +68.6% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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