+296.7%
VST vs IOT
+75.5%
+221.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | +6.6% | +0.9% | +5.7% | +6.4% |
| 30D | -12.4% | +1.4% | -13.7% | -12.8% |
| 3M | -9.0% | +0.5% | -9.5% | -9.8% |
| 6M | -6.4% | +50.3% | -56.7% | -17.5% |
| YTD | -17.2% | +16.7% | -33.9% | -23.3% |
| 1Y | -22.0% | +6.8% | -28.8% | -26.3% |
| 3Y | +296.7% | +75.5% | +221.2% | +261.6% |
| All | +296.7% | +75.5% | +221.2% | +261.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling