+7.2%
ACAD vs VT
+59.7%
-52.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +2.6% |
| 7D | +5.7% | -0.3% | +6.0% | +6.0% |
| 30D | +6.8% | -1.4% | +8.2% | +8.4% |
| 3M | -20.9% | -1.4% | -19.5% | -19.9% |
| 6M | -3.2% | +5.5% | -8.7% | -9.5% |
| YTD | -19.6% | +12.8% | -32.4% | -30.2% |
| 1Y | -1.7% | +15.4% | -17.2% | -16.8% |
| 3Y | -10.8% | +76.9% | -87.7% | -52.9% |
| All | +7.2% | +59.7% | -52.5% | -31.7% |
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