+413.0%
ACA vs VT
+167.5%
+245.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +0.4% | -0.3% | -0.5% |
| 30D | +0.1% | +1.0% | -0.9% | -1.2% |
| 3M | +17.3% | +2.4% | +14.9% | +13.4% |
| 6M | +29.3% | +12.0% | +17.3% | +12.2% |
| YTD | +37.0% | +15.3% | +21.6% | +14.6% |
| 1Y | +48.3% | +22.6% | +25.7% | +15.1% |
| 3Y | +85.8% | +74.7% | +11.1% | -4.3% |
| 5Y | +191.2% | +66.1% | +125.0% | +59.3% |
| All | +413.0% | +167.5% | +245.5% | +59.0% |
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