+500.1%
VST vs PL
+11.6%
+488.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -10.1% | +4.0% | -4.8% |
| 7D | -19.9% | -20.5% | +0.6% | -17.3% |
| 30D | -29.7% | -38.8% | +9.1% | -24.8% |
| 3M | -19.6% | -49.1% | +29.6% | -12.2% |
| 6M | -29.4% | -69.4% | +40.0% | -18.9% |
| YTD | -29.7% | -42.3% | +12.6% | -27.9% |
| 1Y | -40.0% | -14.2% | -25.9% | -42.4% |
| 3Y | +231.0% | +398.7% | -167.7% | +137.2% |
| 5Y | +500.1% | +11.1% | +488.9% | +363.7% |
| All | +500.1% | +11.6% | +488.5% | +363.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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