-34.9%
VST vs TRU
+2.1%
-37.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.6% | -18.4% | -13.4% |
| 7D | -15.7% | +10.5% | -26.2% | -15.0% |
| 30D | -17.0% | +28.7% | -45.7% | -16.1% |
| 3M | -15.9% | +0.7% | -16.5% | -15.7% |
| 6M | -25.0% | +19.3% | -44.3% | -26.0% |
| YTD | -25.1% | -3.7% | -21.4% | -26.2% |
| 1Y | -34.9% | +3.4% | -38.3% | -34.8% |
| All | -34.9% | +2.1% | -37.0% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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