-47.7%
AACG vs VT
+346.0%
-393.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -4.8% |
| 7D | -7.7% | -2.3% | -5.4% | -7.0% |
| 30D | -22.1% | -5.0% | -17.1% | -20.9% |
| 3M | -33.3% | -4.9% | -28.5% | -32.3% |
| 6M | -49.6% | -1.5% | -48.0% | -49.5% |
| YTD | -24.1% | +8.5% | -32.5% | -26.8% |
| 1Y | -49.2% | +11.4% | -60.5% | -51.4% |
| 3Y | -34.1% | +70.1% | -104.1% | -46.1% |
| 5Y | -74.6% | +53.7% | -128.3% | -78.5% |
| 10Y | +66.8% | +220.0% | -153.1% | +20.0% |
| All | -47.7% | +346.0% | -393.8% | -65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling