+1,216.9%
VST vs NDAQ
+407.6%
+809.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.4% |
| 7D | +8.9% | -2.4% | +11.4% | +10.0% |
| 30D | +6.2% | +2.5% | +3.7% | +4.8% |
| 3M | -2.7% | +9.9% | -12.7% | -8.0% |
| 6M | -8.4% | +9.4% | -17.8% | -13.7% |
| YTD | -7.2% | +0.4% | -7.6% | -9.3% |
| 1Y | -20.9% | +4.0% | -24.9% | -24.4% |
| 3Y | +384.0% | +94.4% | +289.6% | +239.4% |
| 5Y | +757.1% | +56.7% | +700.3% | +553.9% |
| All | +1,216.9% | +407.6% | +809.3% | +450.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling