+298.5%
VST vs DOW
-24.2%
+322.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.4% | +8.7% | +7.5% |
| 7D | -0.5% | -9.4% | +8.9% | +1.1% |
| 30D | -17.1% | +8.9% | -26.0% | -18.2% |
| 3M | -4.6% | +6.7% | -11.3% | -5.9% |
| 6M | -9.1% | -14.2% | +5.1% | -6.8% |
| YTD | -16.6% | +36.9% | -53.5% | -24.8% |
| 1Y | -29.5% | +45.8% | -75.2% | -37.7% |
| All | +298.5% | -24.2% | +322.6% | +333.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling