+769.3%
VST vs DAR
-11.0%
+780.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.7% |
| 7D | +8.9% | +1.4% | +7.6% | +8.5% |
| 30D | +6.2% | +12.8% | -6.6% | +2.5% |
| 3M | -2.7% | +7.4% | -10.1% | -5.0% |
| 6M | -8.4% | +22.3% | -30.6% | -14.0% |
| YTD | -7.2% | +81.1% | -88.3% | -22.0% |
| 1Y | -20.9% | +106.5% | -127.4% | -36.3% |
| 3Y | +384.0% | +5.3% | +378.7% | +349.4% |
| All | +769.3% | -11.0% | +780.3% | +730.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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