+45.2%
VTRS vs ACI
-41.4%
+86.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.6% |
| 7D | -3.3% | -7.1% | +3.8% | -2.4% |
| 30D | +1.4% | -4.5% | +5.9% | +1.9% |
| 3M | +4.6% | -22.3% | +26.9% | +7.4% |
| 6M | +18.1% | -28.4% | +46.5% | +22.3% |
| YTD | +34.7% | -29.5% | +64.2% | +39.5% |
| 1Y | +65.6% | -34.2% | +99.9% | +73.3% |
| 3Y | +83.8% | -45.7% | +129.4% | +96.3% |
| All | +45.2% | -41.4% | +86.6% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling