+297.5%
VST vs NDAQ
+117.2%
+180.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +6.9% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -17.1% | +15.9% | -32.9% | -21.3% |
| 3M | -4.6% | +15.1% | -19.7% | -9.5% |
| 6M | -9.1% | +22.9% | -32.0% | -16.9% |
| YTD | -16.6% | +12.8% | -29.5% | -20.1% |
| 1Y | -29.5% | +26.0% | -55.5% | -37.5% |
| 3Y | +297.5% | +119.7% | +177.8% | +219.5% |
| All | +297.5% | +117.2% | +180.3% | +219.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling