+1,238.2%
VST vs TRU
+137.4%
+1,100.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.5% |
| 7D | +9.9% | -7.2% | +17.1% | +12.3% |
| 30D | +7.9% | -2.8% | +10.7% | +8.5% |
| 3M | +3.4% | +13.0% | -9.6% | -2.3% |
| 6M | -4.1% | +0.7% | -4.8% | -6.3% |
| YTD | -5.7% | -9.0% | +3.3% | -5.4% |
| 1Y | -18.9% | -16.3% | -2.6% | -17.0% |
| 3Y | +359.1% | -1.1% | +360.1% | +331.7% |
| 5Y | +766.9% | -36.0% | +802.9% | +831.5% |
| All | +1,238.2% | +137.4% | +1,100.8% | +912.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling