-22.0%
VST vs AGG
-1.2%
-20.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -0.9% |
| 7D | +6.6% | -1.5% | +8.1% | +9.8% |
| 30D | -12.4% | +0.6% | -13.0% | -15.2% |
| 3M | -9.0% | -1.6% | -7.4% | -4.4% |
| 6M | -6.4% | -1.6% | -4.8% | -2.0% |
| YTD | -17.2% | -1.5% | -15.7% | -12.8% |
| 1Y | -22.0% | -1.1% | -20.9% | -18.8% |
| All | -22.0% | -1.2% | -20.8% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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