+1,216.9%
VST vs BIDU
-46.5%
+1,263.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.1% | -0.5% | +2.9% |
| 7D | +8.9% | +2.4% | +6.5% | +8.5% |
| 30D | +6.2% | -10.5% | +16.7% | +7.8% |
| 3M | -2.7% | -26.2% | +23.5% | +1.4% |
| 6M | -8.4% | -16.4% | +8.0% | -6.5% |
| YTD | -7.2% | -23.9% | +16.7% | -4.2% |
| 1Y | -20.9% | +1.3% | -22.2% | -21.9% |
| 3Y | +384.0% | -32.1% | +416.1% | +393.8% |
| 5Y | +757.1% | -39.0% | +796.0% | +751.6% |
| All | +1,216.9% | -46.5% | +1,263.3% | +1,029.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling