+769.3%
VST vs CNC
+4.6%
+764.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +5.0% | +3.6% |
| 7D | +8.9% | +3.5% | +5.4% | +8.8% |
| 30D | +6.2% | +0.1% | +6.1% | +6.2% |
| 3M | -2.7% | +6.9% | -9.6% | -3.1% |
| 6M | -8.4% | +49.0% | -57.4% | -10.6% |
| YTD | -7.2% | +62.9% | -70.1% | -10.1% |
| 1Y | -20.9% | +134.0% | -154.9% | -25.1% |
| 3Y | +384.0% | +9.4% | +374.6% | +360.7% |
| All | +769.3% | +4.6% | +764.8% | +790.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling