+1,002.6%
VST vs BDX
+83.7%
+918.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.8% | +11.3% | +10.7% |
| 7D | -9.8% | +7.1% | -16.9% | -11.2% |
| 30D | -25.1% | +17.6% | -42.8% | -27.8% |
| 3M | -11.6% | +20.4% | -31.9% | -15.3% |
| 6M | -20.9% | +48.3% | -69.2% | -28.1% |
| YTD | -22.3% | +41.6% | -63.9% | -28.7% |
| 1Y | -32.0% | +55.7% | -87.7% | -39.2% |
| 3Y | +262.4% | +10.6% | +251.8% | +248.1% |
| 5Y | +563.4% | +24.0% | +539.4% | +507.2% |
| 10Y | +1,120.7% | +84.8% | +1,035.9% | +973.8% |
| All | +1,002.6% | +83.7% | +918.9% | +849.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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