-20.9%
VST vs RVTY
+57.1%
-78.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +8.9% | +1.1% | +7.8% | +8.6% |
| 30D | +6.2% | +13.2% | -7.0% | +3.4% |
| 3M | -2.7% | +27.2% | -30.0% | -7.5% |
| 6M | -8.4% | +32.4% | -40.8% | -13.4% |
| YTD | -7.2% | +34.9% | -42.1% | -11.2% |
| 1Y | -20.9% | +52.4% | -73.3% | -22.7% |
| All | -20.9% | +57.1% | -78.0% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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