+449.1%
ACAD vs VT
+363.9%
+85.2%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +2.0% |
| 7D | +5.7% | -0.3% | +6.0% | +6.1% |
| 30D | +6.8% | -1.4% | +8.2% | +8.9% |
| 3M | -20.9% | -1.4% | -19.5% | -19.7% |
| 6M | -3.2% | +5.5% | -8.7% | -11.4% |
| YTD | -19.6% | +12.8% | -32.4% | -33.1% |
| 1Y | -1.7% | +15.4% | -17.2% | -20.8% |
| 3Y | -10.8% | +76.9% | -87.7% | -61.1% |
| 5Y | +7.2% | +60.4% | -53.2% | -47.0% |
| 10Y | -1.0% | +232.8% | -233.8% | -85.0% |
| All | +449.1% | +363.9% | +85.2% | -44.3% |
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