+769.3%
VST vs U
-68.9%
+838.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.6% |
| 7D | +8.9% | -3.8% | +12.7% | +9.4% |
| 30D | +6.2% | +17.5% | -11.2% | +3.9% |
| 3M | -2.7% | +38.7% | -41.5% | -7.1% |
| 6M | -8.4% | +104.4% | -112.8% | -17.0% |
| YTD | -7.2% | -5.7% | -1.5% | -8.7% |
| 1Y | -20.9% | +3.7% | -24.6% | -23.6% |
| 3Y | +384.0% | +12.3% | +371.7% | +338.1% |
| All | +769.3% | -68.9% | +838.3% | +671.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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