+249.3%
VST vs ACI
-30.9%
+280.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +3.5% | -17.4% | -13.3% |
| 7D | -15.7% | +4.5% | -20.2% | -15.0% |
| 30D | -17.0% | +20.9% | -37.8% | -14.9% |
| 3M | -15.9% | +15.2% | -31.1% | -14.1% |
| 6M | -25.0% | -13.3% | -11.7% | -23.8% |
| YTD | -25.1% | -16.2% | -8.9% | -24.0% |
| 1Y | -34.9% | -16.9% | -18.0% | -33.9% |
| All | +249.3% | -30.9% | +280.2% | +248.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling