+112.2%
VSH vs ACI
-35.6%
+147.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | 0.0% |
| 7D | +3.5% | -5.0% | +8.6% | +1.9% |
| 30D | -4.4% | -2.3% | -2.1% | -4.9% |
| 3M | -45.8% | -23.2% | -22.6% | -48.4% |
| 6M | +90.1% | -29.5% | +119.6% | +78.1% |
| YTD | +120.3% | -28.6% | +148.9% | +105.4% |
| 1Y | +112.2% | -34.0% | +146.3% | +100.1% |
| All | +112.2% | -35.6% | +147.9% | +100.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling