+361.1%
VST vs WY
-21.8%
+382.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.4% |
| 7D | +8.9% | -1.7% | +10.6% | +9.3% |
| 30D | +6.2% | -10.1% | +16.3% | +8.3% |
| 3M | -2.7% | -5.1% | +2.4% | -2.0% |
| 6M | -8.4% | -4.8% | -3.6% | -7.9% |
| YTD | -7.2% | -0.2% | -7.0% | -7.6% |
| 1Y | -20.9% | -6.6% | -14.3% | -20.1% |
| All | +361.1% | -21.8% | +382.9% | +352.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling