-32.0%
VST vs BIDU
-35.7%
+3.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +3.0% | +7.5% | +9.9% |
| 7D | -9.8% | +7.2% | -17.0% | -11.1% |
| 30D | -25.1% | -4.0% | -21.1% | -24.4% |
| 3M | -11.6% | -25.1% | +13.5% | -6.3% |
| 6M | -20.9% | -41.8% | +20.8% | -11.5% |
| YTD | -22.3% | -37.3% | +15.0% | -15.2% |
| 1Y | -32.0% | -35.6% | +3.5% | -26.1% |
| All | -32.0% | -35.7% | +3.7% | -26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling