+635.3%
VST vs FE
+48.8%
+586.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -6.0% | -0.5% | -5.5% | -5.8% |
| 30D | -18.8% | +4.3% | -23.1% | -20.2% |
| 3M | -8.0% | +0.4% | -8.4% | -8.3% |
| 6M | -10.9% | +6.9% | -17.9% | -13.5% |
| YTD | -18.3% | +8.0% | -26.3% | -20.9% |
| 1Y | -29.9% | +4.8% | -34.7% | -31.3% |
| 3Y | +290.3% | +49.0% | +241.4% | +219.1% |
| 5Y | +635.3% | +46.2% | +589.1% | +510.6% |
| All | +635.3% | +48.8% | +586.4% | +510.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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