-32.0%
VST vs TE
-42.6%
+10.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +3.5% | +7.0% | +10.1% |
| 7D | -9.8% | -12.6% | +2.8% | -8.4% |
| 30D | -25.1% | -36.7% | +11.6% | -21.6% |
| 3M | -11.6% | -57.5% | +45.9% | -4.2% |
| 6M | -20.9% | -55.2% | +34.3% | -15.0% |
| YTD | -22.3% | -64.7% | +42.4% | -15.2% |
| 1Y | -32.0% | -35.9% | +3.9% | -29.7% |
| All | -32.0% | -42.6% | +10.6% | -29.7% |
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