-20.9%
VST vs WY
-5.4%
-15.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +8.9% | -2.6% | +11.5% | +9.2% |
| 30D | +6.2% | -10.9% | +17.1% | +7.3% |
| 3M | -2.7% | -6.0% | +3.3% | -2.2% |
| 6M | -8.4% | -5.6% | -2.7% | -8.9% |
| YTD | -7.2% | -1.1% | -6.1% | -7.4% |
| 1Y | -20.9% | -7.5% | -13.4% | -21.9% |
| All | -20.9% | -5.4% | -15.5% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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