+897.3%
VST vs O
+55.7%
+841.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.5% | -6.6% | -6.3% |
| 7D | -19.9% | +4.5% | -24.4% | -21.5% |
| 30D | -29.7% | +10.2% | -39.9% | -32.7% |
| 3M | -19.6% | -3.8% | -15.8% | -18.7% |
| 6M | -29.4% | -3.8% | -25.6% | -28.9% |
| YTD | -29.7% | +10.3% | -40.0% | -33.3% |
| 1Y | -40.0% | +11.9% | -51.9% | -43.5% |
| 3Y | +231.0% | +38.1% | +192.9% | +175.3% |
| 5Y | +500.1% | +11.1% | +489.0% | +451.1% |
| 10Y | +1,004.2% | +72.7% | +931.5% | +764.4% |
| All | +897.3% | +55.7% | +841.6% | +703.0% |
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 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