+1,205.2%
VST price history and return analytics
+223.7%
+981.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +4.4% |
| 7D | -0.5% | +0.4% | -0.9% | -1.0% |
| 30D | -17.1% | -2.6% | -14.5% | -14.5% |
| 3M | -4.6% | -3.2% | -1.4% | -0.7% |
| 6M | -9.1% | +0.9% | -10.0% | -9.5% |
| YTD | -16.6% | +11.3% | -27.9% | -25.3% |
| 1Y | -29.5% | +14.0% | -43.5% | -38.4% |
| 3Y | +297.5% | +75.8% | +221.7% | +137.8% |
| 5Y | +654.5% | +57.8% | +596.7% | +393.7% |
| 10Y | +1,205.2% | +219.8% | +985.4% | +380.8% |
| All | +1,205.2% | +223.7% | +981.5% | +380.8% |
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 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