+500.1%
VST vs MSCI
+4.3%
+495.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.7% | -3.4% | -5.6% |
| 7D | -19.9% | +6.0% | -25.9% | -21.1% |
| 30D | -29.7% | +18.2% | -47.9% | -32.5% |
| 3M | -19.6% | +15.1% | -34.7% | -22.4% |
| 6M | -29.4% | +13.7% | -43.1% | -32.3% |
| YTD | -29.7% | +15.6% | -45.3% | -33.4% |
| 1Y | -40.0% | +16.3% | -56.4% | -43.3% |
| 3Y | +231.0% | +36.9% | +194.1% | +189.0% |
| 5Y | +500.1% | +6.3% | +493.8% | +423.7% |
| All | +500.1% | +4.3% | +495.7% | +423.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling