+1,238.2%
VST vs BIDU
-50.2%
+1,288.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.0% | +8.6% | +2.6% |
| 7D | +9.9% | -2.4% | +12.3% | +10.2% |
| 30D | +7.9% | -15.6% | +23.6% | +10.5% |
| 3M | +3.4% | -22.3% | +25.7% | +6.9% |
| 6M | -4.1% | -22.3% | +18.2% | -1.2% |
| YTD | -5.7% | -29.2% | +23.5% | -1.7% |
| 1Y | -18.9% | -14.8% | -4.1% | -17.9% |
| 3Y | +359.1% | -31.8% | +390.8% | +368.4% |
| 5Y | +766.9% | -43.1% | +810.0% | +770.0% |
| All | +1,238.2% | -50.2% | +1,288.4% | +1,059.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling