+742.3%
VST vs SPOT
+227.0%
+515.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +4.1% |
| 7D | +8.9% | -0.9% | +9.8% | +9.1% |
| 30D | +6.2% | +12.5% | -6.3% | +3.8% |
| 3M | -2.7% | +9.9% | -12.6% | -4.9% |
| 6M | -8.4% | +1.6% | -9.9% | -9.5% |
| YTD | -7.2% | -6.6% | -0.6% | -7.5% |
| 1Y | -20.9% | -22.9% | +2.0% | -18.5% |
| 3Y | +384.0% | +244.3% | +139.7% | +294.8% |
| 5Y | +757.1% | +117.8% | +639.3% | +608.7% |
| All | +742.3% | +227.0% | +515.3% | +468.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling