-59.9%
VSTL vs VT
+23.3%
-83.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.5% | +6.5% |
| 7D | +17.2% | +0.4% | +16.8% | +15.7% |
| 30D | +9.0% | +1.0% | +8.0% | +6.2% |
| 3M | -14.8% | +2.4% | -17.2% | -20.1% |
| 6M | -32.7% | +12.0% | -44.7% | -50.3% |
| YTD | -37.1% | +15.3% | -52.5% | -57.7% |
| 1Y | -59.9% | +22.6% | -82.5% | -77.7% |
| All | -59.9% | +23.3% | -83.2% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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