+608.4%
VST vs CAH
+505.3%
+103.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.3% |
| 7D | +6.6% | +3.5% | +3.1% | +6.0% |
| 30D | -12.4% | +13.5% | -25.8% | -14.1% |
| 3M | -9.0% | +21.8% | -30.8% | -12.0% |
| 6M | -6.4% | +51.5% | -58.0% | -13.4% |
| YTD | -17.2% | +38.1% | -55.3% | -22.2% |
| 1Y | -22.0% | +37.7% | -59.7% | -26.7% |
| 3Y | +296.7% | +179.6% | +117.1% | +209.9% |
| All | +608.4% | +505.3% | +103.1% | +297.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling