+654.5%
VST vs AU
+505.1%
+149.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.9% | +0.4% | +6.1% |
| 7D | -0.5% | +20.8% | -21.3% | -4.0% |
| 30D | -17.1% | +5.5% | -22.6% | -17.9% |
| 3M | -4.6% | +3.9% | -8.5% | -5.8% |
| 6M | -9.1% | -5.4% | -3.6% | -9.2% |
| YTD | -16.6% | +20.7% | -37.3% | -21.2% |
| 1Y | -29.5% | +49.8% | -79.3% | -35.9% |
| 3Y | +297.5% | +565.6% | -268.1% | +181.9% |
| 5Y | +654.5% | +500.4% | +154.2% | +426.9% |
| All | +654.5% | +505.1% | +149.4% | +426.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling