+1,112.0%
VST vs GEN
+157.3%
+954.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.6% | +13.2% | +11.0% |
| 7D | -9.8% | +2.3% | -12.1% | -10.3% |
| 30D | -25.1% | +33.1% | -58.2% | -29.3% |
| 3M | -11.6% | +6.5% | -18.1% | -13.5% |
| 6M | -20.9% | +53.8% | -74.7% | -29.1% |
| YTD | -22.3% | +11.2% | -33.5% | -25.4% |
| 1Y | -32.0% | +19.4% | -51.4% | -35.9% |
| 3Y | +262.4% | +81.0% | +181.3% | +211.5% |
| 5Y | +563.4% | +33.4% | +529.9% | +496.5% |
| All | +1,112.0% | +157.3% | +954.8% | +763.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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