-20.9%
VST vs AU
+100.5%
-121.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.9% | +4.0% |
| 7D | +8.9% | -3.6% | +12.5% | +9.8% |
| 30D | +6.2% | +23.9% | -17.7% | +0.2% |
| 3M | -2.7% | +19.1% | -21.8% | -7.9% |
| 6M | -8.4% | -0.2% | -8.2% | -11.2% |
| YTD | -7.2% | +32.5% | -39.7% | -17.6% |
| 1Y | -20.9% | +96.9% | -117.8% | -41.7% |
| All | -20.9% | +100.5% | -121.4% | -41.7% |
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