+500.1%
VST vs AR
+75.2%
+424.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.8% | -3.3% | -5.3% |
| 7D | -19.9% | -11.7% | -8.2% | -16.7% |
| 30D | -29.7% | +1.8% | -31.5% | -30.0% |
| 3M | -19.6% | +6.0% | -25.5% | -21.1% |
| 6M | -29.4% | -7.0% | -22.4% | -28.4% |
| YTD | -29.7% | +5.6% | -35.3% | -32.5% |
| 1Y | -40.0% | +10.8% | -50.9% | -43.7% |
| 3Y | +231.0% | +19.3% | +211.7% | +210.8% |
| 5Y | +500.1% | +73.3% | +426.7% | +433.4% |
| All | +500.1% | +75.2% | +424.9% | +433.4% |
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