+114.9%
VSH vs ACI
+33.9%
+81.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.3% | -5.9% | -4.6% |
| 7D | +26.2% | -0.5% | +26.7% | +26.2% |
| 30D | -12.5% | +4.9% | -17.4% | -12.4% |
| 3M | -16.9% | +11.1% | -28.0% | -16.7% |
| 6M | -17.0% | -14.9% | -2.0% | -16.4% |
| YTD | +93.8% | -19.6% | +113.4% | +95.0% |
| 1Y | +99.3% | -22.7% | +122.1% | +101.2% |
| 3Y | +35.0% | -31.2% | +66.2% | +36.7% |
| 5Y | +45.8% | -42.3% | +88.1% | +47.4% |
| All | +114.9% | +33.9% | +81.1% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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