-18.9%
VST vs AU
+83.9%
-102.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.8% | +1.9% |
| 7D | +9.9% | -0.3% | +10.2% | +9.9% |
| 30D | +7.9% | +12.8% | -4.9% | +4.3% |
| 3M | +3.4% | +28.5% | -25.0% | -3.9% |
| 6M | -4.1% | +4.8% | -8.9% | -7.9% |
| YTD | -5.7% | +31.0% | -36.6% | -16.2% |
| 1Y | -18.9% | +81.4% | -100.3% | -39.4% |
| All | -18.9% | +83.9% | -102.8% | -39.4% |
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