-20.9%
VST vs NDAQ
+4.3%
-25.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.4% |
| 7D | +8.9% | -2.4% | +11.4% | +8.8% |
| 30D | +6.2% | +2.5% | +3.7% | +6.3% |
| 3M | -2.7% | +9.9% | -12.7% | -2.1% |
| 6M | -8.4% | +9.4% | -17.8% | -7.8% |
| YTD | -7.2% | +0.4% | -7.6% | -4.5% |
| 1Y | -20.9% | +4.0% | -24.9% | -20.2% |
| All | -20.9% | +4.3% | -25.2% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling