+262.4%
VST vs TRI
-5.2%
+267.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -4.7% | +15.2% | +10.2% |
| 7D | -9.8% | -4.8% | -5.0% | -9.9% |
| 30D | -25.1% | +13.4% | -38.5% | -25.1% |
| 3M | -11.6% | +13.1% | -24.7% | -11.6% |
| 6M | -20.9% | +24.4% | -45.3% | -21.5% |
| YTD | -22.3% | -11.4% | -10.9% | -14.9% |
| 1Y | -32.0% | -15.6% | -16.4% | -24.3% |
| 3Y | +262.4% | -6.5% | +268.8% | +267.5% |
| All | +262.4% | -5.2% | +267.6% | +267.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling