+297.5%
VST vs ACI
-33.3%
+330.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +7.5% |
| 7D | -0.5% | -5.9% | +5.4% | -1.2% |
| 30D | -17.1% | +7.2% | -24.3% | -16.2% |
| 3M | -4.6% | +8.8% | -13.4% | -3.3% |
| 6M | -9.1% | -17.2% | +8.1% | -8.5% |
| YTD | -16.6% | -21.3% | +4.6% | -16.2% |
| 1Y | -29.5% | -23.7% | -5.7% | -29.0% |
| 3Y | +297.5% | -32.8% | +330.4% | +285.7% |
| All | +297.5% | -33.3% | +330.8% | +285.7% |
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