+1,205.2%
VST vs TRU
+172.9%
+1,032.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +6.6% |
| 7D | -0.5% | +4.9% | -5.4% | -2.2% |
| 30D | -17.1% | +26.9% | -44.0% | -23.7% |
| 3M | -4.6% | +4.0% | -8.6% | -7.1% |
| 6M | -9.1% | +15.8% | -24.9% | -15.7% |
| YTD | -16.6% | -2.6% | -14.0% | -19.0% |
| 1Y | -29.5% | +3.9% | -33.3% | -33.3% |
| 3Y | +297.5% | +59.2% | +238.3% | +221.5% |
| 5Y | +654.5% | -25.7% | +680.2% | +661.0% |
| 10Y | +1,205.2% | +179.3% | +1,026.0% | +890.2% |
| All | +1,205.2% | +172.9% | +1,032.3% | +890.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling