-24.1%
VST vs QSR
+13.6%
-37.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | 0.0% |
| 7D | +19.2% | -3.9% | +23.1% | +16.8% |
| 30D | -17.2% | +5.9% | -23.1% | -14.8% |
| 3M | -8.1% | +1.7% | -9.8% | -6.4% |
| 6M | -8.1% | -1.9% | -6.3% | -6.5% |
| YTD | -16.3% | +13.6% | -29.9% | -10.3% |
| 1Y | -24.1% | +13.1% | -37.2% | -18.7% |
| All | -24.1% | +13.6% | -37.7% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1y: compounded portfolio wealth divided by compounded QSR 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…
1y analysis · Full analysis span regression · 6 months rolling