+769.3%
VST vs NDAQ
+55.8%
+713.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.2% |
| 7D | +8.9% | -2.4% | +11.4% | +9.8% |
| 30D | +6.2% | +2.5% | +3.7% | +5.1% |
| 3M | -2.7% | +9.9% | -12.7% | -7.1% |
| 6M | -8.4% | +9.4% | -17.8% | -12.8% |
| YTD | -7.2% | +0.4% | -7.6% | -8.4% |
| 1Y | -20.9% | +4.0% | -24.9% | -23.5% |
| 3Y | +384.0% | +94.4% | +289.6% | +262.7% |
| All | +769.3% | +55.8% | +713.5% | +567.7% |
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