+608.4%
VST vs TRU
-26.5%
+634.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | +6.6% | 0.0% | +6.6% | +6.6% |
| 30D | -12.4% | +21.3% | -33.7% | -17.3% |
| 3M | -9.0% | +0.2% | -9.2% | -10.1% |
| 6M | -6.4% | +22.4% | -28.8% | -13.9% |
| YTD | -17.2% | -4.8% | -12.4% | -18.5% |
| 1Y | -22.0% | -0.2% | -21.8% | -24.6% |
| 3Y | +296.7% | +57.9% | +238.7% | +241.3% |
| All | +608.4% | -26.5% | +634.8% | +600.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling