+1,112.0%
VST price history and return analytics
+215.5%
+896.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.2% | +10.3% | +10.3% |
| 7D | -9.8% | -2.3% | -7.5% | -7.6% |
| 30D | -25.1% | -5.0% | -20.2% | -20.7% |
| 3M | -11.6% | -4.9% | -6.7% | -6.3% |
| 6M | -20.9% | -1.5% | -19.4% | -19.2% |
| YTD | -22.3% | +8.5% | -30.8% | -28.4% |
| 1Y | -32.0% | +11.4% | -43.4% | -39.1% |
| 3Y | +262.4% | +70.1% | +192.3% | +124.3% |
| 5Y | +563.4% | +53.7% | +509.6% | +346.4% |
| All | +1,112.0% | +215.5% | +896.5% | +355.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling