+588.9%
VST vs NI
+104.4%
+484.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.7% | +11.2% | +11.0% |
| 7D | -9.8% | -0.9% | -8.9% | -9.4% |
| 30D | -25.1% | +9.6% | -34.8% | -30.1% |
| 3M | -11.6% | +2.5% | -14.0% | -13.4% |
| 6M | -20.9% | -5.8% | -15.1% | -18.2% |
| YTD | -22.3% | +8.6% | -30.9% | -26.9% |
| 1Y | -32.0% | +6.0% | -38.0% | -35.0% |
| 3Y | +262.4% | +91.0% | +171.4% | +148.4% |
| All | +588.9% | +104.4% | +484.5% | +374.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling