+635.3%
VST vs AR
+87.1%
+548.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.3% | +0.8% | +3.8% |
| 7D | -6.0% | -5.8% | -0.3% | -4.1% |
| 30D | -18.8% | +4.8% | -23.6% | -19.8% |
| 3M | -8.0% | +1.5% | -9.5% | -8.6% |
| 6M | -10.9% | +4.7% | -15.6% | -13.0% |
| YTD | -18.3% | +9.2% | -27.5% | -22.4% |
| 1Y | -29.9% | +11.2% | -41.1% | -34.2% |
| 3Y | +290.3% | +46.2% | +244.1% | +250.7% |
| 5Y | +635.3% | +98.1% | +537.2% | +544.2% |
| All | +635.3% | +87.1% | +548.2% | +544.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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