+635.3%
VST vs NDAQ
+68.2%
+567.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.5% |
| 7D | -6.0% | +2.9% | -8.9% | -7.0% |
| 30D | -18.8% | +17.5% | -36.2% | -23.7% |
| 3M | -8.0% | +15.4% | -23.5% | -13.3% |
| 6M | -10.9% | +24.6% | -35.5% | -19.3% |
| YTD | -18.3% | +14.4% | -32.8% | -23.4% |
| 1Y | -29.9% | +26.9% | -56.9% | -37.8% |
| 3Y | +290.3% | +119.8% | +170.5% | +176.9% |
| 5Y | +635.3% | +70.5% | +564.8% | +448.2% |
| All | +635.3% | +68.2% | +567.1% | +448.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling