+262.4%
VST vs BEN
+63.5%
+198.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +4.7% | +5.8% | +9.2% |
| 7D | -9.8% | +6.6% | -16.4% | -11.5% |
| 30D | -25.1% | +3.8% | -29.0% | -26.0% |
| 3M | -11.6% | +0.2% | -11.8% | -11.8% |
| 6M | -20.9% | +10.4% | -31.4% | -23.3% |
| YTD | -22.3% | +46.2% | -68.5% | -30.8% |
| 1Y | -32.0% | +52.3% | -84.3% | -40.3% |
| 3Y | +262.4% | +65.9% | +196.4% | +181.0% |
| All | +262.4% | +63.5% | +198.8% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling