-18.9%
VST vs NI
+6.7%
-25.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +0.8% |
| 7D | +9.9% | +2.3% | +7.6% | +8.2% |
| 30D | +7.9% | -1.7% | +9.6% | +9.1% |
| 3M | +3.4% | -8.0% | +11.4% | +8.7% |
| 6M | -4.1% | -8.6% | +4.5% | +1.0% |
| YTD | -5.7% | +2.3% | -8.0% | -7.8% |
| 1Y | -18.9% | +6.9% | -25.8% | -20.4% |
| All | -18.9% | +6.7% | -25.6% | -20.4% |
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