+1,002.6%
VST vs CNC
+123.8%
+878.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -6.0% | +16.5% | +11.3% |
| 7D | -9.8% | +1.9% | -11.7% | -10.4% |
| 30D | -25.1% | +7.3% | -32.5% | -26.2% |
| 3M | -11.6% | +8.6% | -20.2% | -13.1% |
| 6M | -20.9% | +26.0% | -47.0% | -24.2% |
| YTD | -22.3% | +69.5% | -91.8% | -29.6% |
| 1Y | -32.0% | +88.0% | -120.0% | -39.5% |
| 3Y | +262.4% | -2.9% | +265.3% | +245.3% |
| 5Y | +563.4% | -6.0% | +569.3% | +530.2% |
| 10Y | +1,120.7% | +126.4% | +994.3% | +939.9% |
| All | +1,002.6% | +123.8% | +878.8% | +838.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling