+1,088.3%
VST vs EQT
+45.3%
+1,043.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | +19.2% | +3.4% | +15.7% | +18.4% |
| 30D | -17.2% | -3.5% | -13.7% | -16.6% |
| 3M | -8.1% | -2.8% | -5.3% | -7.7% |
| 6M | -8.1% | -5.5% | -2.6% | -7.5% |
| YTD | -16.3% | -1.1% | -15.1% | -16.6% |
| 1Y | -24.1% | -12.9% | -11.2% | -22.8% |
| 3Y | +300.2% | +39.5% | +260.7% | +280.4% |
| 5Y | +645.9% | +164.1% | +481.8% | +557.8% |
| 10Y | +1,152.2% | +60.8% | +1,091.4% | +1,009.7% |
| All | +1,088.3% | +45.3% | +1,043.1% | +947.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling