-28.5%
VST vs RIG
+28.0%
-56.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.3% | +8.6% | +7.4% |
| 7D | -0.5% | -17.0% | +16.5% | +0.9% |
| 30D | -17.1% | -6.2% | -10.9% | -16.4% |
| 3M | -4.6% | -1.7% | -2.9% | -4.1% |
| 6M | -9.1% | -19.2% | +10.2% | -8.7% |
| YTD | -16.6% | +25.2% | -41.8% | -22.1% |
| All | -28.5% | +28.0% | -56.4% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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