+769.3%
VST vs BNS
+94.5%
+674.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.2% |
| 7D | +8.9% | +1.5% | +7.4% | +7.8% |
| 30D | +6.2% | +6.0% | +0.3% | +2.3% |
| 3M | -2.7% | +16.3% | -19.1% | -11.6% |
| 6M | -8.4% | +28.8% | -37.1% | -21.7% |
| YTD | -7.2% | +30.0% | -37.2% | -21.3% |
| 1Y | -20.9% | +50.7% | -71.6% | -38.9% |
| 3Y | +384.0% | +125.4% | +258.6% | +190.9% |
| All | +769.3% | +94.5% | +674.8% | +440.4% |
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 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