+1,205.2%
VST vs MSCI
+799.4%
+405.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.1% |
| 7D | -0.5% | +1.5% | -2.0% | -1.2% |
| 30D | -17.1% | +14.4% | -31.5% | -20.6% |
| 3M | -4.6% | +15.2% | -19.8% | -9.0% |
| 6M | -9.1% | +11.2% | -20.3% | -13.2% |
| YTD | -16.6% | +13.9% | -30.6% | -21.6% |
| 1Y | -29.5% | +12.5% | -42.0% | -33.5% |
| 3Y | +297.5% | +32.3% | +265.2% | +247.0% |
| 5Y | +654.5% | +4.9% | +649.7% | +589.6% |
| 10Y | +1,205.2% | +779.7% | +425.5% | +509.3% |
| All | +1,205.2% | +799.4% | +405.9% | +509.3% |
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