-22.0%
VST vs NI
+8.7%
-30.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.5% |
| 7D | +6.6% | +4.3% | +2.3% | +3.4% |
| 30D | -12.4% | +12.4% | -24.7% | -20.5% |
| 3M | -9.0% | +10.2% | -19.2% | -16.3% |
| 6M | -6.4% | -0.8% | -5.6% | -6.7% |
| YTD | -17.2% | +13.2% | -30.4% | -32.2% |
| 1Y | -22.0% | +10.1% | -32.1% | -33.9% |
| All | -22.0% | +8.7% | -30.7% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling