+373.4%
VST vs O
+28.8%
+344.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.4% |
| 7D | +8.9% | -0.7% | +9.7% | +8.8% |
| 30D | +6.2% | -1.9% | +8.1% | +6.0% |
| 3M | -2.7% | +3.8% | -6.6% | -2.6% |
| 6M | -8.4% | -4.7% | -3.6% | -8.9% |
| YTD | -7.2% | +12.5% | -19.7% | -6.0% |
| 1Y | -20.9% | +10.8% | -31.7% | -19.9% |
| All | +373.4% | +28.8% | +344.6% | +369.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling