-25.8%
VSTS price history and return analytics
+76.3%
-102.1%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | -0.8% | +2.4% | -3.1% | -3.6% |
| 30D | +0.9% | -1.5% | +2.4% | +2.8% |
| 3M | +4.2% | -4.1% | +8.3% | +9.8% |
| 6M | +25.2% | +0.6% | +24.7% | +23.4% |
| YTD | +111.2% | +11.0% | +100.2% | +81.2% |
| 1Y | +163.4% | +13.3% | +150.0% | +118.9% |
| 3Y | -12.5% | +73.4% | -85.9% | -61.8% |
| All | -25.8% | +76.3% | -102.1% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling