-93.7%
VSTM price history and return analytics
+358.1%
-451.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.2% | -10.6% | -10.7% |
| 7D | -13.7% | -2.3% | -11.4% | -10.8% |
| 30D | +1.7% | -5.0% | +6.6% | +9.4% |
| 3M | +42.3% | -4.9% | +47.2% | +52.9% |
| 6M | +39.9% | -1.5% | +41.5% | +41.8% |
| YTD | +8.9% | +8.5% | +0.5% | -4.8% |
| 1Y | +6.1% | +11.4% | -5.3% | -11.2% |
| 3Y | +27.0% | +70.1% | -43.0% | -43.8% |
| 5Y | -74.5% | +53.7% | -128.2% | -86.4% |
| 10Y | -38.0% | +220.0% | -257.9% | -87.8% |
| All | -93.7% | +358.1% | -451.7% | -99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling