+1,216.9%
VST vs EQT
+52.6%
+1,164.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.7% |
| 7D | +8.9% | +1.1% | +7.8% | +8.7% |
| 30D | +6.2% | +7.7% | -1.5% | +4.8% |
| 3M | -2.7% | +0.2% | -2.9% | -2.9% |
| 6M | -8.4% | -9.5% | +1.1% | -7.1% |
| YTD | -7.2% | +3.8% | -11.0% | -8.3% |
| 1Y | -20.9% | +7.8% | -28.7% | -22.6% |
| 3Y | +384.0% | +30.1% | +353.8% | +362.4% |
| 5Y | +757.1% | +188.6% | +568.5% | +645.1% |
| All | +1,216.9% | +52.6% | +1,164.3% | +1,051.2% |
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