+1,216.9%
VST vs AGG
+15.3%
+1,201.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.5% | +3.5% |
| 7D | +8.9% | -0.2% | +9.1% | +9.0% |
| 30D | +6.2% | -0.4% | +6.6% | +6.5% |
| 3M | -2.7% | -0.7% | -2.1% | -2.3% |
| 6M | -8.4% | -1.5% | -6.8% | -7.5% |
| YTD | -7.2% | -0.3% | -7.0% | -6.9% |
| 1Y | -20.9% | +1.3% | -22.2% | -21.2% |
| 3Y | +384.0% | +13.2% | +370.8% | +349.4% |
| 5Y | +757.1% | -1.4% | +758.5% | +767.8% |
| All | +1,216.9% | +15.3% | +1,201.6% | +1,209.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling