+654.5%
VST vs BLK
+42.4%
+612.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.0% | +4.3% | +5.7% |
| 7D | -0.5% | +4.1% | -4.6% | -2.9% |
| 30D | -17.1% | +12.2% | -29.3% | -22.3% |
| 3M | -4.6% | +7.4% | -12.0% | -8.7% |
| 6M | -9.1% | +13.2% | -22.2% | -15.8% |
| YTD | -16.6% | +15.4% | -32.0% | -23.8% |
| 1Y | -29.5% | +14.6% | -44.1% | -35.4% |
| 3Y | +297.5% | +99.2% | +198.3% | +182.5% |
| 5Y | +654.5% | +41.9% | +612.7% | +485.8% |
| All | +654.5% | +42.4% | +612.1% | +485.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling