+1,216.9%
VST vs O
+58.7%
+1,158.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.8% |
| 7D | +8.9% | -0.7% | +9.7% | +9.2% |
| 30D | +6.2% | -1.9% | +8.1% | +7.0% |
| 3M | -2.7% | +3.8% | -6.6% | -4.7% |
| 6M | -8.4% | -4.7% | -3.6% | -6.9% |
| YTD | -7.2% | +12.5% | -19.7% | -12.2% |
| 1Y | -20.9% | +10.8% | -31.7% | -24.9% |
| 3Y | +384.0% | +28.8% | +355.2% | +317.9% |
| 5Y | +757.1% | +13.2% | +743.9% | +684.3% |
| All | +1,216.9% | +58.7% | +1,158.1% | +956.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling