+500.1%
VST vs ACI
-41.7%
+541.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.6% | -2.5% | -6.3% |
| 7D | -19.9% | +3.5% | -23.4% | -19.8% |
| 30D | -29.7% | +16.8% | -46.4% | -29.5% |
| 3M | -19.6% | +13.1% | -32.7% | -19.4% |
| 6M | -29.4% | -15.6% | -13.8% | -28.6% |
| YTD | -29.7% | -19.2% | -10.5% | -28.9% |
| 1Y | -40.0% | -20.7% | -19.4% | -39.2% |
| 3Y | +231.0% | -33.4% | +264.3% | +238.3% |
| 5Y | +500.1% | -41.7% | +541.7% | +504.0% |
| All | +500.1% | -41.7% | +541.8% | +504.0% |
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