-34.9%
VST vs CAH
+38.5%
-73.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +3.6% | -17.4% | -13.6% |
| 7D | -15.7% | +7.0% | -22.7% | -15.6% |
| 30D | -17.0% | +12.4% | -29.3% | -17.0% |
| 3M | -15.9% | +12.2% | -28.0% | -16.0% |
| 6M | -25.0% | +33.2% | -58.2% | -26.2% |
| YTD | -25.1% | +28.4% | -53.5% | -25.6% |
| 1Y | -34.9% | +35.0% | -69.9% | -36.2% |
| All | -34.9% | +38.5% | -73.4% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 1y: compounded portfolio wealth divided by compounded CAH 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…
1y analysis · Full analysis span regression · 6 months rolling