+1,142.3%
VST vs O
+82.5%
+1,059.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +10.9% | +0.6% | +10.3% | +10.7% |
| 30D | -15.6% | +9.4% | -25.0% | -18.9% |
| 3M | -7.8% | -2.4% | -5.4% | -7.3% |
| 6M | -12.0% | -1.9% | -10.1% | -12.1% |
| YTD | -16.9% | +10.5% | -27.4% | -21.2% |
| 1Y | -25.1% | +10.0% | -35.1% | -28.9% |
| 3Y | +297.1% | +40.5% | +256.6% | +227.5% |
| 5Y | +641.9% | +10.2% | +631.7% | +583.9% |
| 10Y | +1,142.3% | +82.5% | +1,059.8% | +906.2% |
| All | +1,142.3% | +82.5% | +1,059.8% | +906.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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