+1,216.9%
VST vs VTV
+234.4%
+982.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.8% | +3.8% |
| 7D | +8.9% | +0.5% | +8.4% | +8.3% |
| 30D | +6.2% | +1.1% | +5.1% | +5.0% |
| 3M | -2.7% | +5.9% | -8.6% | -8.5% |
| 6M | -8.4% | +11.6% | -20.0% | -18.4% |
| YTD | -7.2% | +19.8% | -27.0% | -23.2% |
| 1Y | -20.9% | +26.2% | -47.1% | -38.2% |
| 3Y | +384.0% | +68.5% | +315.5% | +190.4% |
| 5Y | +757.1% | +79.9% | +677.2% | +383.1% |
| All | +1,216.9% | +234.4% | +982.5% | +367.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 all: compounded portfolio wealth divided by compounded VTV 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…
all analysis · Full analysis span regression · 6 months rolling