+769.3%
VST vs MP
+58.1%
+711.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.1% | +3.3% |
| 7D | +8.9% | -2.9% | +11.8% | +9.3% |
| 30D | +6.2% | +13.8% | -7.6% | +4.2% |
| 3M | -2.7% | -16.7% | +14.0% | -1.0% |
| 6M | -8.4% | -11.5% | +3.1% | -8.0% |
| YTD | -7.2% | +7.9% | -15.1% | -9.7% |
| 1Y | -20.9% | -15.0% | -5.9% | -21.6% |
| 3Y | +384.0% | +153.5% | +230.5% | +288.7% |
| All | +769.3% | +58.1% | +711.3% | +611.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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