+588.9%
VST vs NDAQ
+60.8%
+528.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.3% | +10.3% | +10.5% |
| 7D | -9.8% | +0.8% | -10.6% | -10.2% |
| 30D | -25.1% | +16.5% | -41.7% | -29.5% |
| 3M | -11.6% | +13.5% | -25.1% | -16.2% |
| 6M | -20.9% | +20.9% | -41.8% | -27.6% |
| YTD | -22.3% | +11.4% | -33.7% | -26.5% |
| 1Y | -32.0% | +25.9% | -57.9% | -39.7% |
| 3Y | +262.4% | +119.9% | +142.5% | +156.7% |
| All | +588.9% | +60.8% | +528.1% | +419.6% |
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