+1,216.9%
VST vs AU
+833.1%
+383.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.9% | +3.8% |
| 7D | +8.9% | -3.6% | +12.5% | +9.3% |
| 30D | +6.2% | +23.9% | -17.7% | +3.5% |
| 3M | -2.7% | +19.1% | -21.8% | -5.0% |
| 6M | -8.4% | -0.2% | -8.2% | -9.2% |
| YTD | -7.2% | +32.5% | -39.7% | -10.8% |
| 1Y | -20.9% | +96.9% | -117.8% | -26.8% |
| 3Y | +384.0% | +614.7% | -230.7% | +300.5% |
| 5Y | +757.1% | +647.7% | +109.4% | +601.5% |
| All | +1,216.9% | +833.1% | +383.8% | +933.6% |
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