+588.9%
VST vs TRI
+5.0%
+583.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -4.7% | +15.2% | +10.7% |
| 7D | -9.8% | -4.8% | -5.0% | -9.7% |
| 30D | -25.1% | +13.4% | -38.5% | -26.3% |
| 3M | -11.6% | +13.1% | -24.7% | -13.3% |
| 6M | -20.9% | +24.4% | -45.3% | -24.6% |
| YTD | -22.3% | -11.4% | -10.9% | -16.9% |
| 1Y | -32.0% | -15.6% | -16.4% | -25.8% |
| 3Y | +262.4% | -6.5% | +268.8% | +261.5% |
| All | +588.9% | +5.0% | +583.9% | +523.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling