+1,238.2%
VST vs MDY
+176.6%
+1,061.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.2% |
| 7D | +9.9% | +1.0% | +8.8% | +8.9% |
| 30D | +7.9% | -3.1% | +11.0% | +11.1% |
| 3M | +3.4% | +1.8% | +1.6% | +1.8% |
| 6M | -4.1% | +10.8% | -14.9% | -12.2% |
| YTD | -5.7% | +14.4% | -20.1% | -15.9% |
| 1Y | -18.9% | +15.2% | -34.1% | -28.1% |
| 3Y | +359.1% | +51.2% | +307.9% | +237.6% |
| 5Y | +766.9% | +47.2% | +719.6% | +540.6% |
| All | +1,238.2% | +176.6% | +1,061.6% | +492.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling