+769.3%
VST vs EIX
+22.8%
+746.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.2% |
| 7D | +8.9% | -19.1% | +28.0% | +15.6% |
| 30D | +6.2% | -16.9% | +23.1% | +11.1% |
| 3M | -2.7% | -20.0% | +17.3% | +2.9% |
| 6M | -8.4% | -21.3% | +13.0% | -2.7% |
| YTD | -7.2% | -1.7% | -5.5% | -11.2% |
| 1Y | -20.9% | +9.6% | -30.5% | -28.7% |
| 3Y | +384.0% | -3.7% | +387.7% | +354.2% |
| All | +769.3% | +22.8% | +746.6% | +552.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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