-34.9%
VST vs VO
+16.3%
-51.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +0.9% | -14.7% | -15.1% |
| 7D | -15.7% | +1.0% | -16.7% | -17.2% |
| 30D | -17.0% | +2.6% | -19.6% | -20.4% |
| 3M | -15.9% | -0.3% | -15.6% | -15.6% |
| 6M | -25.0% | +7.6% | -32.6% | -33.4% |
| YTD | -25.1% | +14.7% | -39.8% | -38.3% |
| 1Y | -34.9% | +16.4% | -51.3% | -46.7% |
| All | -34.9% | +16.3% | -51.1% | -46.7% |
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