+1,162.4%
VST vs EMR
+294.2%
+868.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.4% |
| 7D | -6.0% | +0.7% | -6.7% | -6.5% |
| 30D | -18.8% | +3.5% | -22.3% | -20.3% |
| 3M | -8.0% | +5.9% | -14.0% | -11.2% |
| 6M | -10.9% | +19.4% | -30.4% | -19.8% |
| YTD | -18.3% | +27.7% | -46.0% | -30.5% |
| 1Y | -29.9% | +30.9% | -60.8% | -41.3% |
| 3Y | +290.3% | +104.2% | +186.1% | +158.6% |
| 5Y | +635.3% | +89.6% | +545.7% | +397.2% |
| 10Y | +1,162.4% | +280.0% | +882.3% | +508.3% |
| All | +1,162.4% | +294.2% | +868.1% | +508.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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