+30.0%
VTRS vs ACI
+18.9%
+11.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.4% |
| 7D | -3.5% | -5.0% | +1.6% | -2.9% |
| 30D | +2.1% | -2.3% | +4.4% | +2.3% |
| 3M | +2.6% | -23.2% | +25.8% | +5.2% |
| 6M | +17.8% | -29.5% | +47.2% | +21.7% |
| YTD | +35.7% | -28.6% | +64.3% | +39.7% |
| 1Y | +63.5% | -34.0% | +97.5% | +69.9% |
| 3Y | +85.1% | -45.0% | +130.1% | +95.6% |
| 5Y | +42.5% | -44.0% | +86.5% | +48.1% |
| All | +30.0% | +18.9% | +11.2% | +37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling