-34.9%
VST vs DOW
+50.2%
-85.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -3.2% | -10.6% | -14.0% |
| 7D | -15.7% | -4.2% | -11.5% | -15.9% |
| 30D | -17.0% | +14.7% | -31.7% | -16.2% |
| 3M | -15.9% | +9.1% | -24.9% | -15.2% |
| 6M | -25.0% | -17.7% | -7.3% | -23.9% |
| YTD | -25.1% | +44.6% | -69.7% | -24.6% |
| 1Y | -34.9% | +51.9% | -86.8% | -33.7% |
| All | -34.9% | +50.2% | -85.1% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling