+30.1%
VTRS vs ACI
+21.2%
+8.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.5% | +0.4% |
| 7D | -2.2% | -3.7% | +1.6% | -1.8% |
| 30D | +3.3% | +0.6% | +2.7% | +3.2% |
| 3M | +2.0% | -20.3% | +22.3% | +4.1% |
| 6M | +19.9% | -24.7% | +44.6% | +23.0% |
| YTD | +35.7% | -27.2% | +63.0% | +39.5% |
| 1Y | +68.1% | -32.7% | +100.8% | +74.3% |
| 3Y | +87.1% | -43.9% | +131.0% | +97.2% |
| 5Y | +47.6% | -38.9% | +86.5% | +52.3% |
| All | +30.1% | +21.2% | +8.9% | +37.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling