+608.4%
VST vs ACI
-42.9%
+651.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -1.1% |
| 7D | +6.6% | +2.3% | +4.3% | +6.7% |
| 30D | -12.4% | +1.2% | -13.6% | -12.3% |
| 3M | -9.0% | +6.8% | -15.8% | -8.8% |
| 6M | -6.4% | -18.7% | +12.3% | -5.3% |
| YTD | -17.2% | -20.2% | +3.0% | -16.3% |
| 1Y | -22.0% | -23.7% | +1.7% | -20.8% |
| 3Y | +296.7% | -31.6% | +328.3% | +303.3% |
| All | +608.4% | -42.9% | +651.3% | +612.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling