+962.7%
VST vs MSCI
+805.9%
+156.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +5.4% | -19.2% | -15.3% |
| 7D | -15.7% | +11.5% | -27.2% | -18.5% |
| 30D | -17.0% | +22.1% | -39.1% | -21.9% |
| 3M | -15.9% | +18.4% | -34.3% | -20.3% |
| 6M | -25.0% | +16.6% | -41.6% | -29.3% |
| YTD | -25.1% | +18.8% | -44.0% | -30.4% |
| 1Y | -34.9% | +19.0% | -53.8% | -39.5% |
| 3Y | +252.7% | +40.7% | +212.0% | +202.5% |
| 5Y | +582.3% | +7.9% | +574.4% | +519.4% |
| 10Y | +1,076.6% | +848.9% | +227.7% | +443.6% |
| All | +962.7% | +805.9% | +156.8% | +391.4% |
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