+1,058.9%
VST vs BNS
+187.1%
+871.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.6% |
| 7D | -6.0% | -1.1% | -4.9% | -5.6% |
| 30D | -18.8% | +4.7% | -23.5% | -21.2% |
| 3M | -8.0% | +5.5% | -13.6% | -11.6% |
| 6M | -10.9% | +21.7% | -32.6% | -21.7% |
| YTD | -18.3% | +29.5% | -47.8% | -31.2% |
| 1Y | -29.9% | +41.9% | -71.8% | -44.4% |
| 3Y | +290.3% | +148.5% | +141.8% | +116.1% |
| 5Y | +635.3% | +80.3% | +555.0% | +389.6% |
| 10Y | +1,162.4% | +184.7% | +977.7% | +540.5% |
| All | +1,058.9% | +187.1% | +871.8% | +481.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling