-59.5%
VSTL price history and return analytics
+25.7%
-85.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +5.1% |
| 7D | +20.0% | +1.0% | +19.0% | +16.5% |
| 30D | +14.1% | -0.2% | +14.4% | +15.1% |
| 3M | -2.8% | +4.5% | -7.3% | -14.3% |
| 6M | -25.9% | +14.1% | -39.9% | -48.9% |
| YTD | -34.8% | +14.8% | -49.6% | -55.2% |
| 1Y | -57.4% | +21.2% | -78.6% | -74.4% |
| All | -59.5% | +25.7% | -85.2% | -77.5% |
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