+262.4%
VST vs ALL
+105.5%
+156.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -4.5% | +15.0% | +10.3% |
| 7D | -9.8% | -1.9% | -7.9% | -9.9% |
| 30D | -25.1% | +13.8% | -38.9% | -25.3% |
| 3M | -11.6% | -7.0% | -4.6% | -11.4% |
| 6M | -20.9% | +18.0% | -39.0% | -22.2% |
| YTD | -22.3% | +24.2% | -46.5% | -24.4% |
| 1Y | -32.0% | +31.2% | -63.2% | -34.8% |
| 3Y | +262.4% | +107.5% | +154.8% | +220.8% |
| All | +262.4% | +105.5% | +156.9% | +220.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling