-72.4%
VSTL vs VT
+22.7%
-95.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.6% | +0.4% |
| 7D | +20.0% | -0.7% | +20.7% | +24.0% |
| 30D | -34.4% | -1.7% | -32.6% | -30.1% |
| 3M | -26.8% | -2.3% | -24.5% | -20.0% |
| 6M | -40.6% | +1.5% | -42.2% | -41.6% |
| YTD | -55.6% | +12.0% | -67.6% | -66.6% |
| 1Y | -65.6% | +12.9% | -78.4% | -74.4% |
| All | -72.4% | +22.7% | -95.1% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling