+769.3%
VST vs BIDU
-40.6%
+810.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.1% | -0.5% | +3.0% |
| 7D | +8.9% | +2.4% | +6.5% | +8.6% |
| 30D | +6.2% | -10.5% | +16.7% | +7.6% |
| 3M | -2.7% | -26.2% | +23.5% | +0.8% |
| 6M | -8.4% | -16.4% | +8.0% | -6.8% |
| YTD | -7.2% | -23.9% | +16.7% | -4.6% |
| 1Y | -20.9% | +1.3% | -22.2% | -21.4% |
| 3Y | +384.0% | -32.1% | +416.1% | +388.8% |
| All | +769.3% | -40.6% | +810.0% | +763.2% |
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