-29.9%
VST vs MKTX
-0.8%
-29.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.0% |
| 7D | -6.0% | +0.1% | -6.1% | -6.0% |
| 30D | -18.8% | +0.8% | -19.5% | -18.8% |
| 3M | -8.0% | +2.6% | -10.6% | -8.1% |
| 6M | -10.9% | +13.6% | -24.5% | -10.5% |
| YTD | -18.3% | -7.1% | -11.2% | -16.5% |
| 1Y | -29.9% | -0.1% | -29.8% | -28.7% |
| All | -29.9% | -0.8% | -29.1% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 1y: compounded portfolio wealth divided by compounded MKTX 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…
1y analysis · Full analysis span regression · 6 months rolling