+1,088.3%
VST vs JCI
+335.9%
+752.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.6% |
| 7D | +19.2% | +8.4% | +10.7% | +13.9% |
| 30D | -17.2% | -8.9% | -8.3% | -12.1% |
| 3M | -8.1% | -6.4% | -1.7% | -4.0% |
| 6M | -8.1% | +1.6% | -9.8% | -9.0% |
| YTD | -16.3% | +20.1% | -36.3% | -25.0% |
| 1Y | -24.1% | +17.2% | -41.3% | -31.1% |
| 3Y | +300.2% | +190.7% | +109.5% | +134.8% |
| 5Y | +645.9% | +99.9% | +546.0% | +403.2% |
| 10Y | +1,152.2% | +301.8% | +850.3% | +440.5% |
| All | +1,088.3% | +335.9% | +752.5% | +411.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling