+1,002.6%
VST vs NI
+164.5%
+838.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.7% | +11.2% | +10.9% |
| 7D | -9.8% | -0.9% | -8.9% | -9.5% |
| 30D | -25.1% | +9.6% | -34.8% | -29.2% |
| 3M | -11.6% | +2.5% | -14.0% | -13.1% |
| 6M | -20.9% | -5.8% | -15.1% | -18.6% |
| YTD | -22.3% | +8.6% | -30.9% | -26.0% |
| 1Y | -32.0% | +6.0% | -38.0% | -34.3% |
| 3Y | +262.4% | +91.0% | +171.4% | +158.6% |
| 5Y | +563.4% | +104.8% | +458.6% | +354.6% |
| 10Y | +1,120.7% | +176.7% | +944.0% | +721.9% |
| All | +1,002.6% | +164.5% | +838.1% | +646.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling