+1,216.9%
VST vs CPB
-43.4%
+1,260.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +3.4% |
| 7D | +8.9% | -8.6% | +17.5% | +8.6% |
| 30D | +6.2% | -7.2% | +13.4% | +6.0% |
| 3M | -2.7% | +0.9% | -3.6% | -2.7% |
| 6M | -8.4% | -11.8% | +3.5% | -8.4% |
| YTD | -7.2% | -19.4% | +12.2% | -7.2% |
| 1Y | -20.9% | -30.4% | +9.5% | -20.9% |
| 3Y | +384.0% | -40.2% | +424.1% | +376.4% |
| 5Y | +757.1% | -39.5% | +796.6% | +737.5% |
| All | +1,216.9% | -43.4% | +1,260.2% | +1,179.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling