+766.9%
VST vs BBY
+0.9%
+765.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.7% | +1.9% |
| 7D | +9.9% | +8.1% | +1.8% | +8.0% |
| 30D | +7.9% | +8.9% | -1.0% | +5.8% |
| 3M | +3.4% | +22.0% | -18.6% | -1.6% |
| 6M | -4.1% | +37.8% | -41.9% | -11.8% |
| YTD | -5.7% | +37.3% | -43.0% | -13.5% |
| 1Y | -18.9% | +21.6% | -40.4% | -23.4% |
| 3Y | +359.1% | +41.5% | +317.6% | +307.4% |
| 5Y | +766.9% | +1.2% | +765.6% | +625.5% |
| All | +766.9% | +0.9% | +765.9% | +625.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling