-20.9%
VST vs SPOT
-21.9%
+1.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +3.6% |
| 7D | +8.9% | -0.9% | +9.8% | +8.9% |
| 30D | +6.2% | +12.5% | -6.3% | +5.7% |
| 3M | -2.7% | +9.9% | -12.6% | -3.1% |
| 6M | -8.4% | +1.6% | -9.9% | -8.6% |
| YTD | -7.2% | -6.6% | -0.6% | -13.0% |
| 1Y | -20.9% | -22.9% | +2.0% | -26.5% |
| All | -20.9% | -21.9% | +1.0% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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