-41.8%
VSTM price history and return analytics
+217.6%
-259.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.1% |
| 7D | -10.6% | -0.1% | -10.5% | -10.5% |
| 30D | +4.2% | -3.1% | +7.2% | +8.9% |
| 3M | +28.6% | -3.5% | +32.1% | +35.1% |
| 6M | +78.5% | +0.5% | +78.1% | +75.7% |
| YTD | +13.1% | +10.8% | +2.3% | -4.6% |
| 1Y | +5.8% | +11.9% | -6.1% | -12.5% |
| 3Y | +36.8% | +73.0% | -36.1% | -42.4% |
| 5Y | -72.5% | +58.6% | -131.2% | -86.4% |
| 10Y | -41.8% | +219.2% | -261.0% | -88.9% |
| All | -41.8% | +217.6% | -259.4% | -88.9% |
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