+769.3%
VST vs XRT
-1.0%
+770.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.1% |
| 7D | +8.9% | +0.8% | +8.1% | +8.5% |
| 30D | +6.2% | -4.2% | +10.4% | +8.3% |
| 3M | -2.7% | +5.1% | -7.8% | -5.5% |
| 6M | -8.4% | +2.4% | -10.8% | -10.0% |
| YTD | -7.2% | +3.2% | -10.4% | -9.2% |
| 1Y | -20.9% | +1.5% | -22.4% | -22.2% |
| 3Y | +384.0% | +40.6% | +343.4% | +314.4% |
| All | +769.3% | -1.0% | +770.4% | +680.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 5y: compounded portfolio wealth divided by compounded XRT 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…
5y analysis · Full analysis span regression · 6 months rolling