+769.3%
VST vs PCOR
-43.0%
+812.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.3% | +7.8% | +4.3% |
| 7D | +8.9% | -9.0% | +17.9% | +10.7% |
| 30D | +6.2% | +4.2% | +2.0% | +5.1% |
| 3M | -2.7% | +14.4% | -17.1% | -5.9% |
| 6M | -8.4% | +0.2% | -8.5% | -9.7% |
| YTD | -7.2% | -20.3% | +13.0% | -4.3% |
| 1Y | -20.9% | -16.1% | -4.8% | -19.9% |
| 3Y | +384.0% | -14.7% | +398.7% | +380.9% |
| All | +769.3% | -43.0% | +812.4% | +725.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 5y: compounded portfolio wealth divided by compounded PCOR 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…
5y analysis · Full analysis span regression · 6 months rolling