+769.3%
VST vs CPB
-39.5%
+808.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +2.8% |
| 7D | +8.9% | -8.6% | +17.5% | +6.9% |
| 30D | +6.2% | -7.2% | +13.4% | +4.7% |
| 3M | -2.7% | +0.9% | -3.6% | -2.0% |
| 6M | -8.4% | -11.8% | +3.5% | -9.6% |
| YTD | -7.2% | -19.4% | +12.2% | -9.8% |
| 1Y | -20.9% | -30.4% | +9.5% | -25.0% |
| 3Y | +384.0% | -40.2% | +424.1% | +334.0% |
| All | +769.3% | -39.5% | +808.8% | +690.0% |
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