-20.9%
VST vs BNS
+50.5%
-71.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.2% |
| 7D | +8.9% | +1.5% | +7.4% | +7.9% |
| 30D | +6.2% | +6.0% | +0.3% | +2.7% |
| 3M | -2.7% | +16.3% | -19.1% | -10.7% |
| 6M | -8.4% | +27.3% | -35.7% | -19.9% |
| YTD | -7.2% | +28.5% | -35.7% | -18.4% |
| 1Y | -20.9% | +49.0% | -69.9% | -25.3% |
| All | -20.9% | +50.5% | -71.4% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1y: compounded portfolio wealth divided by compounded BNS 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…
1y analysis · Full analysis span regression · 6 months rolling