-39.1%
VSTM price history and return analytics
+223.7%
-262.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | -0.5% |
| 7D | -9.3% | +0.4% | -9.6% | -9.9% |
| 30D | +3.8% | -2.6% | +6.4% | +7.7% |
| 3M | +29.1% | -3.2% | +32.3% | +35.1% |
| 6M | +77.9% | +0.9% | +77.0% | +73.9% |
| YTD | +12.7% | +11.3% | +1.4% | -5.6% |
| 1Y | +7.8% | +14.0% | -6.2% | -13.3% |
| 3Y | +30.4% | +75.8% | -45.4% | -46.5% |
| 5Y | -73.5% | +57.8% | -131.4% | -86.8% |
| 10Y | -39.1% | +219.8% | -258.9% | -88.0% |
| All | -39.1% | +223.7% | -262.8% | -88.0% |
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