-20.9%
VST vs RVMD
+430.6%
-451.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.5% |
| 7D | +8.9% | +1.0% | +7.9% | +8.9% |
| 30D | +6.2% | +6.4% | -0.2% | +6.0% |
| 3M | -2.7% | +34.9% | -37.6% | -3.8% |
| 6M | -8.4% | +107.6% | -115.9% | -10.1% |
| YTD | -7.2% | +163.7% | -170.9% | -1.8% |
| 1Y | -20.9% | +439.2% | -460.1% | -6.5% |
| All | -20.9% | +430.6% | -451.5% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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