+1,205.2%
VST vs GEN
+166.9%
+1,038.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | -0.5% | -0.3% | -0.2% | -0.6% |
| 30D | -17.1% | +28.2% | -45.2% | -21.2% |
| 3M | -4.6% | +2.6% | -7.2% | -5.9% |
| 6M | -9.1% | +32.7% | -41.7% | -15.5% |
| YTD | -16.6% | +11.3% | -27.9% | -19.9% |
| 1Y | -29.5% | +17.9% | -47.4% | -33.3% |
| 3Y | +297.5% | +66.3% | +231.2% | +248.2% |
| 5Y | +654.5% | +31.7% | +622.9% | +580.7% |
| 10Y | +1,205.2% | +150.0% | +1,055.2% | +832.8% |
| All | +1,205.2% | +166.9% | +1,038.4% | +832.8% |
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