+608.4%
VST vs BIDU
-54.4%
+662.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | +6.6% | -4.6% | +11.1% | +7.2% |
| 30D | -12.4% | -4.5% | -7.8% | -11.9% |
| 3M | -9.0% | -25.4% | +16.4% | -5.7% |
| 6M | -6.4% | -48.1% | +41.6% | +1.2% |
| YTD | -17.2% | -40.2% | +23.0% | -12.3% |
| 1Y | -22.0% | -35.2% | +13.2% | -18.3% |
| 3Y | +296.7% | -27.1% | +323.8% | +302.8% |
| All | +608.4% | -54.4% | +662.8% | +631.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling