-24.1%
VST vs NDAQ
+25.3%
-49.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.6% |
| 7D | +19.2% | +1.7% | +17.4% | +19.4% |
| 30D | -17.2% | +16.2% | -33.4% | -15.5% |
| 3M | -8.1% | +14.0% | -22.1% | -6.5% |
| 6M | -8.1% | +22.3% | -30.4% | -5.9% |
| YTD | -16.3% | +13.0% | -29.3% | -11.3% |
| 1Y | -24.1% | +24.0% | -48.1% | -27.5% |
| All | -24.1% | +25.3% | -49.4% | -27.5% |
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