+500.1%
VST vs ALLE
+51.8%
+448.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.9% | -3.3% | -5.4% |
| 7D | -19.9% | 0.0% | -20.0% | -20.0% |
| 30D | -29.7% | +20.6% | -50.2% | -33.6% |
| 3M | -19.6% | +11.4% | -31.0% | -22.2% |
| 6M | -29.4% | +42.5% | -71.9% | -37.2% |
| YTD | -29.7% | +18.9% | -48.6% | -34.2% |
| 1Y | -40.0% | +14.2% | -54.2% | -43.1% |
| 3Y | +231.0% | +90.7% | +140.3% | +154.1% |
| 5Y | +500.1% | +52.5% | +447.6% | +372.7% |
| All | +500.1% | +51.8% | +448.2% | +372.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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