+1,216.9%
VST vs IBN
+358.5%
+858.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | +8.9% | +1.4% | +7.5% | +8.4% |
| 30D | +6.2% | -0.3% | +6.5% | +6.3% |
| 3M | -2.7% | +17.1% | -19.8% | -7.4% |
| 6M | -8.4% | +3.4% | -11.8% | -9.5% |
| YTD | -7.2% | +2.5% | -9.7% | -8.3% |
| 1Y | -20.9% | -4.2% | -16.7% | -20.3% |
| 3Y | +384.0% | +32.4% | +351.6% | +341.2% |
| 5Y | +757.1% | +59.2% | +697.9% | +633.4% |
| All | +1,216.9% | +358.5% | +858.4% | +773.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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