+588.9%
VST vs CPB
-30.5%
+619.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.3% | +11.8% | +10.2% |
| 7D | -9.8% | +8.0% | -17.8% | -7.6% |
| 30D | -25.1% | +22.4% | -47.5% | -20.6% |
| 3M | -11.6% | +3.8% | -15.4% | -9.4% |
| 6M | -20.9% | +13.7% | -34.6% | -17.0% |
| YTD | -22.3% | -11.7% | -10.6% | -21.9% |
| 1Y | -32.0% | -18.1% | -13.9% | -32.7% |
| 3Y | +262.4% | -34.7% | +297.1% | +235.3% |
| All | +588.9% | -30.5% | +619.4% | +542.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling