-25.0%
VST price history and return analytics
+5.0%
-29.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.7% | -15.5% | -16.1% |
| 7D | -15.7% | -0.3% | -15.4% | -15.2% |
| 30D | -17.0% | -1.4% | -15.5% | -14.8% |
| 3M | -15.9% | -1.4% | -14.5% | -13.7% |
| 6M | -25.0% | +5.5% | -30.5% | -30.7% |
| All | -25.0% | +5.0% | -29.9% | -30.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling