+798.9%
VST vs CRH
+98.8%
+700.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.3% |
| 7D | +5.3% | -3.6% | +8.9% | +7.3% |
| 30D | +5.8% | -10.8% | +16.6% | +12.2% |
| 3M | +3.5% | -13.5% | +17.0% | +11.1% |
| 6M | -7.4% | -15.4% | +8.0% | -0.2% |
| YTD | -6.1% | -27.6% | +21.5% | +10.5% |
| 1Y | -21.6% | -18.4% | -3.2% | -13.9% |
| 3Y | +357.2% | +72.5% | +284.7% | +277.2% |
| All | +798.9% | +98.8% | +700.1% | +563.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRH.
Daily Out/Under-Performance
Portfolio return minus CRH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRH 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 CRH 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