-29.9%
VST vs DOW
+45.5%
-75.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -1.9% |
| 7D | -6.0% | -6.8% | +0.8% | -6.3% |
| 30D | -18.8% | +10.8% | -29.5% | -18.1% |
| 3M | -8.0% | +4.1% | -12.2% | -7.3% |
| 6M | -10.9% | -12.7% | +1.8% | -10.2% |
| YTD | -18.3% | +39.2% | -57.6% | -17.0% |
| 1Y | -29.9% | +49.5% | -79.4% | -26.9% |
| All | -29.9% | +45.5% | -75.4% | -26.9% |
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