+1,083.1%
VST vs MKTX
+12.9%
+1,070.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -17.1% | +0.7% | -17.7% | -17.1% |
| 3M | -4.6% | +2.4% | -7.0% | -4.8% |
| 6M | -9.1% | +13.5% | -22.5% | -10.5% |
| YTD | -16.6% | -7.2% | -9.4% | -16.2% |
| 1Y | -29.5% | +1.0% | -30.4% | -29.9% |
| 3Y | +297.5% | -23.7% | +321.3% | +298.6% |
| 5Y | +654.5% | -54.4% | +708.9% | +711.7% |
| 10Y | +1,205.2% | +13.2% | +1,192.0% | +1,035.0% |
| All | +1,083.1% | +12.9% | +1,070.2% | +898.9% |
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