+1,162.4%
VST vs BLK
+323.7%
+838.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.4% |
| 7D | -6.0% | +5.2% | -11.3% | -8.8% |
| 30D | -18.8% | +12.9% | -31.7% | -24.1% |
| 3M | -8.0% | +8.6% | -16.6% | -12.4% |
| 6M | -10.9% | +13.9% | -24.8% | -17.7% |
| YTD | -18.3% | +16.1% | -34.4% | -25.5% |
| 1Y | -29.9% | +15.3% | -45.2% | -35.9% |
| 3Y | +290.3% | +96.5% | +193.8% | +174.7% |
| 5Y | +635.3% | +43.8% | +591.5% | +487.1% |
| 10Y | +1,162.4% | +316.8% | +845.6% | +520.0% |
| All | +1,162.4% | +323.7% | +838.6% | +520.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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