+1,179.1%
VST vs BIDU
-51.7%
+1,230.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +1.2% |
| 7D | +19.2% | -2.3% | +21.5% | +19.6% |
| 30D | -17.2% | -7.3% | -9.9% | -16.3% |
| 3M | -8.1% | -26.0% | +17.8% | -4.2% |
| 6M | -8.1% | -44.5% | +36.4% | -0.5% |
| YTD | -16.3% | -40.6% | +24.3% | -10.5% |
| 1Y | -24.1% | -39.8% | +15.7% | -19.1% |
| 3Y | +300.2% | -26.7% | +326.9% | +305.8% |
| 5Y | +645.9% | -54.5% | +700.4% | +676.1% |
| All | +1,179.1% | -51.7% | +1,230.8% | +1,020.1% |
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