-20.9%
VST vs VO
+15.8%
-36.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.8% |
| 7D | +8.9% | -0.3% | +9.2% | +9.3% |
| 30D | +6.2% | -0.3% | +6.5% | +6.8% |
| 3M | -2.7% | +2.9% | -5.7% | -7.1% |
| 6M | -8.4% | +9.3% | -17.7% | -19.7% |
| YTD | -7.2% | +14.2% | -21.4% | -22.2% |
| 1Y | -20.9% | +15.3% | -36.2% | -31.4% |
| All | -20.9% | +15.8% | -36.7% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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