+897.3%
VST vs BBWI
-46.3%
+943.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.2% | +0.1% | -5.0% |
| 7D | -19.9% | -3.1% | -16.8% | -19.5% |
| 30D | -29.7% | +23.1% | -52.8% | -32.8% |
| 3M | -19.6% | +7.3% | -26.9% | -21.5% |
| 6M | -29.4% | +22.6% | -52.0% | -33.4% |
| YTD | -29.7% | +13.3% | -43.0% | -33.2% |
| 1Y | -40.0% | -2.6% | -37.5% | -41.8% |
| 3Y | +231.0% | -25.9% | +256.9% | +231.6% |
| 5Y | +500.1% | -66.7% | +566.8% | +571.1% |
| 10Y | +1,004.2% | -41.6% | +1,045.8% | +772.0% |
| All | +897.3% | -46.3% | +943.7% | +699.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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