-10.8%
ACAD vs VT
+224.5%
-235.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.7% | +0.4% | -4.2% | -4.3% |
| 30D | -2.7% | +1.0% | -3.7% | -3.8% |
| 3M | +29.0% | +2.4% | +26.6% | +25.2% |
| 6M | +19.8% | +12.0% | +7.8% | +5.5% |
| YTD | +4.9% | +15.3% | -10.4% | -10.6% |
| 1Y | +9.9% | +22.6% | -12.7% | -12.1% |
| 3Y | +0.8% | +74.7% | -73.8% | -44.8% |
| 5Y | +67.0% | +66.1% | +0.8% | -3.6% |
| All | -10.8% | +224.5% | -235.3% | -78.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling