+1,179.1%
VST vs MSCI
+799.8%
+379.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.2% |
| 7D | +19.2% | -0.7% | +19.8% | +19.3% |
| 30D | -17.2% | +16.2% | -33.3% | -21.0% |
| 3M | -8.1% | +16.1% | -24.3% | -12.6% |
| 6M | -8.1% | +12.9% | -21.1% | -12.7% |
| YTD | -16.3% | +14.8% | -31.1% | -21.5% |
| 1Y | -24.1% | +13.8% | -37.9% | -28.7% |
| 3Y | +300.2% | +31.2% | +269.0% | +250.4% |
| 5Y | +645.9% | +5.6% | +640.4% | +580.5% |
| All | +1,179.1% | +799.8% | +379.3% | +507.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling