+373.4%
VST vs JCI
+155.6%
+217.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.6% | +2.0% |
| 7D | +8.9% | +3.8% | +5.1% | +5.7% |
| 30D | +6.2% | -5.7% | +11.9% | +11.1% |
| 3M | -2.7% | -1.4% | -1.3% | -2.6% |
| 6M | -8.4% | +4.1% | -12.5% | -12.9% |
| YTD | -7.2% | +21.7% | -28.9% | -24.4% |
| 1Y | -20.9% | +36.1% | -57.0% | -42.4% |
| All | +373.4% | +155.6% | +217.8% | +119.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling