+361.1%
VST vs BNS
+130.6%
+230.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.3% |
| 7D | +8.9% | +1.5% | +7.4% | +7.7% |
| 30D | +6.2% | +6.0% | +0.3% | +1.9% |
| 3M | -2.7% | +16.3% | -19.1% | -12.5% |
| 6M | -8.4% | +28.8% | -37.1% | -23.0% |
| YTD | -7.2% | +30.0% | -37.2% | -22.7% |
| 1Y | -20.9% | +50.7% | -71.6% | -40.7% |
| All | +361.1% | +130.6% | +230.5% | +152.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling