-62.0%
AACG vs VT
+59.5%
-121.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.8% | -6.1% |
| 7D | +37.7% | -0.7% | +38.4% | +37.8% |
| 30D | +20.0% | -1.7% | +21.7% | +20.5% |
| 3M | -4.5% | -2.3% | -2.2% | -3.9% |
| 6M | -26.3% | +1.5% | -27.8% | -27.5% |
| YTD | +6.3% | +12.0% | -5.7% | -1.0% |
| 1Y | -40.0% | +12.9% | -52.9% | -44.4% |
| 3Y | -1.2% | +74.9% | -76.1% | -27.6% |
| All | -62.0% | +59.5% | -121.5% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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