+608.4%
VST vs DAR
-27.0%
+635.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.4% |
| 7D | +6.6% | +11.6% | -5.0% | +3.5% |
| 30D | -12.4% | -10.2% | -2.1% | -9.8% |
| 3M | -9.0% | -14.8% | +5.8% | -5.4% |
| 6M | -6.4% | -10.1% | +3.6% | -4.5% |
| YTD | -17.2% | +55.5% | -72.7% | -27.8% |
| 1Y | -22.0% | +61.7% | -83.7% | -32.8% |
| 3Y | +296.7% | +37.2% | +259.5% | +240.2% |
| All | +608.4% | -27.0% | +635.4% | +604.4% |
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