+359.1%
VST vs EQT
+36.6%
+322.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +9.9% | -0.8% | +10.7% | +10.3% |
| 30D | +7.9% | +6.6% | +1.3% | +4.7% |
| 3M | +3.4% | +4.4% | -0.9% | +1.0% |
| 6M | -4.1% | -10.5% | +6.4% | +0.1% |
| YTD | -5.7% | +3.7% | -9.4% | -9.5% |
| 1Y | -18.9% | +9.9% | -28.7% | -26.1% |
| 3Y | +359.1% | +35.4% | +323.7% | +285.3% |
| All | +359.1% | +36.6% | +322.5% | +285.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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