+588.9%
VST vs RVTY
-7.4%
+596.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.8% | +7.7% | +9.8% |
| 7D | -9.8% | -1.2% | -8.6% | -9.4% |
| 30D | -25.1% | +1.0% | -26.2% | -25.2% |
| 3M | -11.6% | +35.8% | -47.4% | -18.0% |
| 6M | -20.9% | +56.7% | -77.6% | -29.3% |
| YTD | -22.3% | +60.7% | -83.0% | -31.2% |
| 1Y | -32.0% | +73.7% | -105.7% | -41.1% |
| 3Y | +262.4% | +82.8% | +179.6% | +203.2% |
| All | +588.9% | -7.4% | +596.4% | +591.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling