+6.1%
VSTM vs VT
+10.5%
-4.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.2% | -10.6% | -10.5% |
| 7D | -13.7% | -2.3% | -11.4% | -12.0% |
| 30D | +1.7% | -5.0% | +6.6% | +5.9% |
| 3M | +42.3% | -4.9% | +47.2% | +48.0% |
| 6M | +39.9% | -1.5% | +41.5% | +40.7% |
| YTD | +8.9% | +8.5% | +0.5% | +2.8% |
| 1Y | +6.1% | +11.4% | -5.3% | +2.7% |
| All | +6.1% | +10.5% | -4.4% | +2.7% |
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