+599.9%
VST vs IOT
+69.6%
+530.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.3% | +6.9% |
| 7D | -0.5% | +0.8% | -1.3% | -0.7% |
| 30D | -17.1% | +1.6% | -18.7% | -17.4% |
| 3M | -4.6% | +3.3% | -7.9% | -5.5% |
| 6M | -9.1% | +42.0% | -51.1% | -15.2% |
| YTD | -16.6% | +19.1% | -35.7% | -21.0% |
| 1Y | -29.5% | +8.8% | -38.2% | -32.4% |
| 3Y | +297.5% | +79.2% | +218.3% | +263.3% |
| All | +599.9% | +69.6% | +530.3% | +511.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 10y: compounded portfolio wealth divided by compounded IOT 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…
10y analysis · Full analysis span regression · 6 months rolling