+769.3%
VST vs DOW
-37.6%
+806.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.0% | +6.6% | +4.2% |
| 7D | +8.9% | -2.4% | +11.3% | +9.4% |
| 30D | +6.2% | +0.4% | +5.8% | +5.9% |
| 3M | -2.7% | -14.4% | +11.7% | +0.2% |
| 6M | -8.4% | -7.0% | -1.4% | -8.5% |
| YTD | -7.2% | +30.2% | -37.4% | -15.9% |
| 1Y | -20.9% | +29.2% | -50.1% | -28.8% |
| 3Y | +384.0% | -36.7% | +420.7% | +425.2% |
| All | +769.3% | -37.6% | +806.9% | +835.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling