+1,162.4%
VST vs NOC
+158.6%
+1,003.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.5% |
| 7D | -6.0% | -0.3% | -5.7% | -5.8% |
| 30D | -18.8% | +14.1% | -32.9% | -21.6% |
| 3M | -8.0% | -4.6% | -3.4% | -7.1% |
| 6M | -10.9% | +0.7% | -11.7% | -11.6% |
| YTD | -18.3% | -2.6% | -15.7% | -18.7% |
| 1Y | -29.9% | -1.0% | -29.0% | -30.6% |
| 3Y | +290.3% | +24.5% | +265.8% | +250.6% |
| 5Y | +635.3% | +64.3% | +571.0% | +475.8% |
| 10Y | +1,162.4% | +162.8% | +999.6% | +795.8% |
| All | +1,162.4% | +158.6% | +1,003.7% | +795.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 10y: compounded portfolio wealth divided by compounded NOC 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…
10y analysis · Full analysis span regression · 6 months rolling