+262.4%
VST vs CPB
-36.0%
+298.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.3% | +11.8% | +10.0% |
| 7D | -9.8% | +8.0% | -17.8% | -6.2% |
| 30D | -25.1% | +22.4% | -47.5% | -17.6% |
| 3M | -11.6% | +2.5% | -14.1% | -8.6% |
| 6M | -20.9% | +12.2% | -33.1% | -14.6% |
| YTD | -22.3% | -12.8% | -9.5% | -23.6% |
| 1Y | -32.0% | -19.2% | -12.8% | -35.3% |
| 3Y | +262.4% | -35.6% | +297.9% | +205.7% |
| All | +262.4% | -36.0% | +298.4% | +205.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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