+373.4%
VST vs GEN
+58.9%
+314.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +3.8% |
| 7D | +8.9% | -1.2% | +10.1% | +9.1% |
| 30D | +6.2% | +10.1% | -3.9% | +4.5% |
| 3M | -2.7% | +16.1% | -18.8% | -5.2% |
| 6M | -8.4% | +38.9% | -47.2% | -14.5% |
| YTD | -7.2% | +14.4% | -21.6% | -8.2% |
| 1Y | -20.9% | +5.9% | -26.8% | -19.9% |
| All | +373.4% | +58.9% | +314.5% | +347.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling