-28.5%
VST vs GEN
+17.6%
-46.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | -0.5% | -0.3% | -0.2% | -0.4% |
| 30D | -17.1% | +28.2% | -45.2% | -14.2% |
| 3M | -4.6% | +2.6% | -7.2% | -4.3% |
| 6M | -9.1% | +32.7% | -41.7% | -5.6% |
| YTD | -16.6% | +11.3% | -27.9% | -16.4% |
| All | -28.5% | +17.6% | -46.1% | -25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling