+1,058.9%
VST vs AU
+702.9%
+356.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.5% | -1.4% |
| 7D | -6.0% | +15.3% | -21.3% | -7.6% |
| 30D | -18.8% | -0.3% | -18.4% | -18.8% |
| 3M | -8.0% | -2.9% | -5.1% | -8.0% |
| 6M | -10.9% | -10.7% | -0.2% | -10.4% |
| YTD | -18.3% | +14.0% | -32.3% | -20.3% |
| 1Y | -29.9% | +32.5% | -62.5% | -32.6% |
| 3Y | +290.3% | +557.9% | -267.6% | +227.4% |
| 5Y | +635.3% | +441.0% | +194.3% | +514.8% |
| 10Y | +1,162.4% | +816.9% | +345.4% | +926.9% |
| All | +1,058.9% | +702.9% | +356.1% | +823.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling