+11.0%
ACB vs VT
+69.7%
-58.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.6% |
| 7D | +29.1% | -2.3% | +31.4% | +33.1% |
| 30D | +17.5% | -5.0% | +22.4% | +26.1% |
| 3M | +75.8% | -4.9% | +80.7% | +88.7% |
| 6M | +48.0% | -1.5% | +49.6% | +49.6% |
| YTD | +24.2% | +8.5% | +15.7% | +9.1% |
| 1Y | +20.2% | +11.4% | +8.8% | +0.9% |
| 3Y | +11.0% | +70.1% | -59.1% | -38.1% |
| All | +11.0% | +69.7% | -58.7% | -38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling