-24.1%
VST vs GEN
+11.7%
-35.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.3% |
| 7D | +19.2% | -3.0% | +22.1% | +18.6% |
| 30D | -17.2% | +24.7% | -41.8% | -14.8% |
| 3M | -8.1% | +4.1% | -12.3% | -7.6% |
| 6M | -8.1% | +36.0% | -44.2% | -5.0% |
| YTD | -16.3% | +10.9% | -27.1% | -14.2% |
| 1Y | -24.1% | +12.2% | -36.3% | -21.7% |
| All | -24.1% | +11.7% | -35.8% | -21.7% |
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