-20.9%
VST vs PSX
+43.4%
-64.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.5% | +11.1% | +10.6% |
| 7D | -9.8% | -13.1% | +3.3% | -10.5% |
| 30D | -25.1% | -9.5% | -15.6% | -25.0% |
| 3M | -11.6% | +20.2% | -31.8% | -5.6% |
| 6M | -20.9% | +44.9% | -65.8% | -7.7% |
| All | -20.9% | +43.4% | -64.3% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 6mo: compounded portfolio wealth divided by compounded PSX 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…
6mo analysis · Full analysis span regression · 6 months rolling