+1,079.0%
VST vs MKTX
+13.2%
+1,065.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +10.9% | +0.3% | +10.6% | +10.9% |
| 30D | -15.6% | +0.9% | -16.6% | -15.7% |
| 3M | -7.8% | +2.7% | -10.4% | -8.0% |
| 6M | -12.0% | +15.6% | -27.5% | -13.5% |
| YTD | -16.9% | -7.0% | -9.9% | -16.6% |
| 1Y | -25.1% | -1.2% | -23.9% | -25.3% |
| 3Y | +297.1% | -22.2% | +319.3% | +296.7% |
| 5Y | +641.9% | -53.7% | +695.7% | +696.0% |
| 10Y | +1,142.3% | +13.0% | +1,129.3% | +982.0% |
| All | +1,079.0% | +13.2% | +1,065.8% | +895.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling