+766.9%
VST vs MKTX
-61.3%
+828.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | +9.9% | +0.4% | +9.5% | +9.9% |
| 30D | +7.9% | +1.0% | +6.9% | +7.9% |
| 3M | +3.4% | +41.3% | -37.8% | +3.3% |
| 6M | -4.1% | -11.3% | +7.2% | -4.0% |
| YTD | -5.7% | -8.6% | +2.9% | -5.7% |
| 1Y | -18.9% | -11.1% | -7.8% | -18.8% |
| 3Y | +359.1% | -24.5% | +383.6% | +353.8% |
| 5Y | +766.9% | -61.4% | +828.3% | +827.0% |
| All | +766.9% | -61.3% | +828.1% | +827.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling