-95.5%
ACB vs VT
+224.5%
-320.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -1.5% | +0.4% | -1.9% | -2.3% |
| 30D | +35.7% | +1.0% | +34.8% | +33.5% |
| 3M | +12.5% | +2.4% | +10.2% | +7.2% |
| 6M | +8.2% | +12.0% | -3.8% | -10.7% |
| YTD | -6.4% | +15.3% | -21.7% | -26.0% |
| 1Y | -18.2% | +22.6% | -40.8% | -41.4% |
| 3Y | -16.3% | +74.7% | -91.0% | -65.6% |
| 5Y | -94.7% | +66.1% | -160.8% | -97.5% |
| All | -95.5% | +224.5% | -320.0% | -99.1% |
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