+262.4%
VST vs CAH
+185.1%
+77.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.5% | +9.1% | +10.5% |
| 7D | -9.8% | +8.5% | -18.3% | -10.1% |
| 30D | -25.1% | +17.0% | -42.2% | -25.8% |
| 3M | -11.6% | +14.6% | -26.2% | -12.3% |
| 6M | -20.9% | +42.5% | -63.5% | -23.1% |
| YTD | -22.3% | +33.5% | -55.8% | -24.0% |
| 1Y | -32.0% | +38.5% | -70.5% | -33.7% |
| 3Y | +262.4% | +179.0% | +83.4% | +236.3% |
| All | +262.4% | +185.1% | +77.3% | +236.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling