+1,216.9%
VST vs TRI
+217.5%
+999.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.4% | +9.0% | +4.9% |
| 7D | +8.9% | -0.5% | +9.4% | +8.9% |
| 30D | +6.2% | +7.9% | -1.7% | +3.6% |
| 3M | -2.7% | +24.1% | -26.8% | -10.9% |
| 6M | -8.4% | +3.8% | -12.2% | -11.8% |
| YTD | -7.2% | -16.9% | +9.7% | -2.4% |
| 1Y | -20.9% | -38.4% | +17.5% | -4.4% |
| 3Y | +384.0% | -12.2% | +396.2% | +379.3% |
| 5Y | +757.1% | -1.8% | +758.9% | +687.9% |
| All | +1,216.9% | +217.5% | +999.4% | +751.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling