-71.6%
VSTM vs VT
+53.2%
-124.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.7% | +1.8% |
| 7D | -2.9% | -4.2% | +1.3% | +3.8% |
| 30D | +21.0% | -5.8% | +26.8% | +32.8% |
| 3M | +59.8% | -5.2% | +65.0% | +73.6% |
| 6M | +57.4% | +0.1% | +57.3% | +54.7% |
| YTD | +21.5% | +8.2% | +13.3% | +4.6% |
| 1Y | +15.0% | +10.1% | +4.8% | -4.3% |
| 3Y | +36.9% | +69.7% | -32.7% | -47.2% |
| 5Y | -71.6% | +53.4% | -125.0% | -85.8% |
| All | -71.6% | +53.2% | -124.8% | -85.8% |
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