+629.3%
VST vs JCI
+103.1%
+526.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.9% |
| 7D | -6.0% | -5.9% | -0.2% | -1.5% |
| 30D | -18.8% | -10.4% | -8.4% | -12.1% |
| 3M | -8.0% | -6.1% | -1.9% | -3.6% |
| 6M | -10.9% | +1.7% | -12.6% | -12.0% |
| YTD | -18.3% | +18.9% | -37.2% | -28.0% |
| 1Y | -29.9% | +16.1% | -46.0% | -37.2% |
| 3Y | +290.3% | +187.8% | +102.5% | +117.9% |
| All | +629.3% | +103.1% | +526.2% | +338.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling