+897.3%
VST vs GEN
+147.9%
+749.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.9% | -5.2% | -6.0% |
| 7D | -19.9% | +8.5% | -28.4% | -21.2% |
| 30D | -29.7% | +34.2% | -63.9% | -33.6% |
| 3M | -19.6% | +10.0% | -29.5% | -21.7% |
| 6M | -29.4% | +56.8% | -86.2% | -36.7% |
| YTD | -29.7% | +14.2% | -44.0% | -32.7% |
| 1Y | -40.0% | +20.8% | -60.8% | -43.4% |
| 3Y | +231.0% | +84.1% | +146.9% | +184.9% |
| 5Y | +500.1% | +37.1% | +463.0% | +438.6% |
| 10Y | +1,004.2% | +171.5% | +832.7% | +750.5% |
| All | +897.3% | +147.9% | +749.4% | +649.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling