+262.4%
VST vs NDAQ
+122.6%
+139.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.3% | +10.3% | +10.5% |
| 7D | -9.8% | +0.8% | -10.6% | -10.1% |
| 30D | -25.1% | +16.5% | -41.7% | -29.2% |
| 3M | -11.6% | +13.5% | -25.1% | -15.8% |
| 6M | -20.9% | +20.9% | -41.8% | -27.3% |
| YTD | -22.3% | +11.4% | -33.7% | -25.3% |
| 1Y | -32.0% | +25.9% | -57.9% | -40.0% |
| 3Y | +262.4% | +119.9% | +142.5% | +188.4% |
| All | +262.4% | +122.6% | +139.8% | +188.4% |
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