+1,142.3%
VST vs JCI
+299.8%
+842.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.7% | +0.3% |
| 7D | +10.9% | +2.9% | +8.0% | +9.3% |
| 30D | -15.6% | -6.9% | -8.7% | -11.5% |
| 3M | -7.8% | -6.3% | -1.5% | -3.7% |
| 6M | -12.0% | +2.6% | -14.5% | -13.2% |
| YTD | -16.9% | +21.8% | -38.7% | -26.4% |
| 1Y | -25.1% | +19.6% | -44.7% | -32.8% |
| 3Y | +297.1% | +194.9% | +102.1% | +129.2% |
| 5Y | +641.9% | +108.1% | +533.8% | +387.5% |
| 10Y | +1,142.3% | +307.6% | +834.7% | +408.8% |
| All | +1,142.3% | +299.8% | +842.5% | +408.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling