+1,216.9%
VST vs MSCI
+669.9%
+547.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +8.9% | +0.4% | +8.5% | +8.8% |
| 30D | +6.2% | +0.6% | +5.6% | +5.9% |
| 3M | -2.7% | -7.1% | +4.4% | -1.5% |
| 6M | -8.4% | +0.8% | -9.2% | -9.9% |
| YTD | -7.2% | +1.0% | -8.2% | -9.2% |
| 1Y | -20.9% | +4.3% | -25.2% | -24.1% |
| 3Y | +384.0% | +9.9% | +374.0% | +348.8% |
| 5Y | +757.1% | -6.8% | +763.8% | +712.0% |
| All | +1,216.9% | +669.9% | +547.0% | +540.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling