-20.9%
VST vs TE
+132.3%
-153.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.4% |
| 7D | +8.9% | -4.0% | +12.9% | +9.2% |
| 30D | +6.2% | -15.9% | +22.1% | +7.3% |
| 3M | -2.7% | -60.5% | +57.8% | +2.1% |
| 6M | -8.4% | -35.2% | +26.9% | -6.5% |
| YTD | -7.2% | -31.1% | +23.9% | -5.6% |
| 1Y | -20.9% | +148.6% | -169.5% | -20.9% |
| All | -20.9% | +132.3% | -153.2% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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