+769.3%
VST vs ALL
+118.4%
+650.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.9% | +3.8% |
| 7D | +8.9% | 0.0% | +8.9% | +8.9% |
| 30D | +6.2% | -1.5% | +7.7% | +6.4% |
| 3M | -2.7% | +23.6% | -26.4% | -7.4% |
| 6M | -8.4% | +22.3% | -30.7% | -12.8% |
| YTD | -7.2% | +26.5% | -33.7% | -12.7% |
| 1Y | -20.9% | +27.0% | -47.9% | -25.8% |
| 3Y | +384.0% | +149.6% | +234.4% | +270.4% |
| All | +769.3% | +118.4% | +650.9% | +605.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling