+588.9%
VST vs BNS
+76.9%
+512.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.1% | +10.6% | +10.6% |
| 7D | -9.8% | -2.2% | -7.6% | -8.8% |
| 30D | -25.1% | +5.1% | -30.3% | -27.5% |
| 3M | -11.6% | +4.7% | -16.3% | -14.5% |
| 6M | -20.9% | +19.0% | -39.9% | -29.3% |
| YTD | -22.3% | +28.2% | -50.5% | -33.7% |
| 1Y | -32.0% | +43.4% | -75.4% | -45.9% |
| 3Y | +262.4% | +143.1% | +119.3% | +109.5% |
| All | +588.9% | +76.9% | +512.0% | +358.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling