+1,002.6%
VST vs DE
+820.0%
+182.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.3% | +9.3% | +10.1% |
| 7D | -9.8% | -0.6% | -9.2% | -9.6% |
| 30D | -25.1% | +2.3% | -27.4% | -25.9% |
| 3M | -11.6% | +9.5% | -21.1% | -15.1% |
| 6M | -20.9% | +14.1% | -35.0% | -25.5% |
| YTD | -22.3% | +45.4% | -67.7% | -34.1% |
| 1Y | -32.0% | +42.9% | -74.9% | -42.1% |
| 3Y | +262.4% | +84.8% | +177.6% | +174.9% |
| 5Y | +563.4% | +101.8% | +461.5% | +371.2% |
| 10Y | +1,120.7% | +788.0% | +332.7% | +392.0% |
| All | +1,002.6% | +820.0% | +182.6% | +335.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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