+5.5%
VSTM price history and return analytics
+13.0%
-7.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.3% |
| 7D | -9.3% | +0.4% | -9.6% | -9.5% |
| 30D | +3.8% | -2.6% | +6.4% | +6.0% |
| 3M | +29.1% | -3.2% | +32.3% | +32.3% |
| 6M | +77.9% | +0.9% | +77.0% | +75.3% |
| YTD | +12.7% | +11.3% | +1.4% | +4.8% |
| All | +5.5% | +13.0% | -7.6% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling