-34.9%
VST vs AU
+42.5%
-77.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +8.0% | -21.8% | -15.3% |
| 7D | -15.7% | +0.8% | -16.5% | -15.9% |
| 30D | -17.0% | -7.0% | -10.0% | -15.7% |
| 3M | -15.9% | +8.5% | -24.4% | -18.4% |
| 6M | -25.0% | -1.3% | -23.7% | -26.2% |
| YTD | -25.1% | +6.8% | -31.9% | -29.2% |
| 1Y | -34.9% | +44.6% | -79.5% | -42.1% |
| All | -34.9% | +42.5% | -77.4% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling