+1,002.6%
VST vs MDY
+165.5%
+837.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.6% | +9.9% | +10.0% |
| 7D | -9.8% | -1.7% | -8.2% | -8.4% |
| 30D | -25.1% | -0.9% | -24.2% | -24.4% |
| 3M | -11.6% | -5.7% | -5.8% | -6.5% |
| 6M | -20.9% | -2.9% | -18.0% | -18.4% |
| YTD | -22.3% | +9.8% | -32.1% | -27.9% |
| 1Y | -32.0% | +13.5% | -45.5% | -38.8% |
| 3Y | +262.4% | +51.9% | +210.5% | +167.8% |
| 5Y | +563.4% | +32.0% | +531.3% | +438.1% |
| 10Y | +1,120.7% | +176.5% | +944.2% | +442.9% |
| All | +1,002.6% | +165.5% | +837.0% | +407.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling