+227.8%
VST vs CNH
+4.2%
+223.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.9% | -2.2% | -5.2% |
| 7D | -19.9% | -0.4% | -19.6% | -19.8% |
| 30D | -29.7% | -15.2% | -14.4% | -27.1% |
| 3M | -19.6% | +4.3% | -23.8% | -21.2% |
| 6M | -29.4% | +10.1% | -39.5% | -32.2% |
| YTD | -29.7% | +23.2% | -52.9% | -35.8% |
| 1Y | -40.0% | +8.5% | -48.5% | -43.1% |
| All | +227.8% | +4.2% | +223.6% | +205.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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