-18.9%
VST vs BBY
+22.8%
-41.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.7% | +1.7% |
| 7D | +9.9% | +8.1% | +1.8% | +8.9% |
| 30D | +7.9% | +8.9% | -1.0% | +6.8% |
| 3M | +3.4% | +22.0% | -18.6% | +0.1% |
| 6M | -4.1% | +37.8% | -41.9% | -9.1% |
| YTD | -5.7% | +37.3% | -43.0% | -10.6% |
| 1Y | -18.9% | +21.6% | -40.4% | -21.0% |
| All | -18.9% | +22.8% | -41.7% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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