+1,205.2%
VST vs CNC
+158.2%
+1,047.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.7% | +9.0% | +7.5% |
| 7D | -0.5% | +3.0% | -3.5% | -1.4% |
| 30D | -17.1% | +4.9% | -21.9% | -18.0% |
| 3M | -4.6% | +4.2% | -8.8% | -5.7% |
| 6M | -9.1% | +22.5% | -31.5% | -12.6% |
| YTD | -16.6% | +66.6% | -83.2% | -24.4% |
| 1Y | -29.5% | +82.5% | -112.0% | -37.1% |
| 3Y | +297.5% | -4.1% | +301.6% | +279.0% |
| 5Y | +654.5% | -8.3% | +662.9% | +619.4% |
| 10Y | +1,205.2% | +153.6% | +1,051.6% | +1,148.0% |
| All | +1,205.2% | +158.2% | +1,047.1% | +1,148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 10y: compounded portfolio wealth divided by compounded CNC 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…
10y analysis · Full analysis span regression · 6 months rolling