+1,205.2%
VST vs DTE
+138.9%
+1,066.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +5.9% |
| 7D | -0.5% | +1.8% | -2.4% | -1.7% |
| 30D | -17.1% | +9.0% | -26.1% | -21.6% |
| 3M | -4.6% | -0.2% | -4.4% | -4.8% |
| 6M | -9.1% | +0.1% | -9.2% | -9.8% |
| YTD | -16.6% | +10.0% | -26.6% | -21.8% |
| 1Y | -29.5% | +4.7% | -34.1% | -31.9% |
| 3Y | +297.5% | +55.7% | +241.9% | +189.3% |
| 5Y | +654.5% | +45.1% | +609.4% | +468.3% |
| 10Y | +1,205.2% | +145.1% | +1,060.1% | +747.3% |
| All | +1,205.2% | +138.9% | +1,066.3% | +747.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 10y: compounded portfolio wealth divided by compounded DTE 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…
10y analysis · Full analysis span regression · 6 months rolling