-30.9%
VSTS price history and return analytics
+81.1%
-112.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.2% | -3.1% |
| 7D | +7.8% | -0.1% | +7.9% | +8.0% |
| 30D | -5.4% | -0.7% | -4.7% | -4.6% |
| 3M | +1.9% | +4.0% | -2.1% | -3.6% |
| 6M | +62.8% | +12.3% | +50.5% | +37.8% |
| YTD | +96.7% | +14.0% | +82.7% | +63.2% |
| 1Y | +213.9% | +20.3% | +193.6% | +140.7% |
| All | -30.9% | +81.1% | -112.0% | -72.1% |
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 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