+766.9%
VST vs BLK
+33.5%
+733.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.6% |
| 7D | +9.9% | -2.4% | +12.3% | +11.2% |
| 30D | +7.9% | -3.1% | +11.0% | +9.6% |
| 3M | +3.4% | +10.7% | -7.3% | -2.9% |
| 6M | -4.1% | +15.9% | -20.0% | -12.5% |
| YTD | -5.7% | +4.0% | -9.7% | -8.6% |
| 1Y | -18.9% | +1.3% | -20.1% | -20.5% |
| 3Y | +359.1% | +69.6% | +289.5% | +251.6% |
| 5Y | +766.9% | +33.8% | +733.1% | +585.5% |
| All | +766.9% | +33.5% | +733.4% | +585.5% |
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