+1,205.2%
VST vs PBF
+299.9%
+905.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.4% | +3.9% | +6.8% |
| 7D | -0.5% | -7.4% | +6.9% | +0.7% |
| 30D | -17.1% | -17.5% | +0.4% | -14.8% |
| 3M | -4.6% | +13.1% | -17.7% | -6.7% |
| 6M | -9.1% | +72.6% | -81.7% | -17.0% |
| YTD | -16.6% | +161.2% | -177.8% | -29.8% |
| 1Y | -29.5% | +93.3% | -122.8% | -38.1% |
| 3Y | +297.5% | +80.7% | +216.9% | +238.4% |
| 5Y | +654.5% | +396.1% | +258.4% | +425.3% |
| 10Y | +1,205.2% | +252.3% | +953.0% | +679.4% |
| All | +1,205.2% | +299.9% | +905.3% | +679.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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