+1,205.2%
VST vs BNS
+186.8%
+1,018.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +6.2% |
| 7D | -0.5% | -0.8% | +0.3% | -0.2% |
| 30D | -17.1% | +5.5% | -22.6% | -20.0% |
| 3M | -4.6% | +6.0% | -10.6% | -8.6% |
| 6M | -9.1% | +22.6% | -31.7% | -20.5% |
| YTD | -16.6% | +30.5% | -47.1% | -30.1% |
| 1Y | -29.5% | +44.1% | -73.6% | -44.6% |
| 3Y | +297.5% | +150.8% | +146.8% | +118.7% |
| 5Y | +654.5% | +80.7% | +573.9% | +401.6% |
| 10Y | +1,205.2% | +185.2% | +1,020.1% | +595.2% |
| All | +1,205.2% | +186.8% | +1,018.4% | +595.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling