-29.4%
VST vs GEN
+57.0%
-86.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.9% | -5.2% | -6.4% |
| 7D | -19.9% | +8.5% | -28.4% | -18.4% |
| 30D | -29.7% | +34.2% | -63.9% | -25.0% |
| 3M | -19.6% | +10.0% | -29.5% | -18.1% |
| 6M | -29.4% | +56.8% | -86.2% | -18.5% |
| All | -29.4% | +57.0% | -86.4% | -18.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling