-92.5%
ACB vs VT
+214.1%
-306.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +5.1% |
| 7D | +27.2% | -4.2% | +31.4% | +35.1% |
| 30D | +13.1% | -5.8% | +18.9% | +23.3% |
| 3M | +78.4% | -5.2% | +83.6% | +92.9% |
| 6M | +50.9% | +0.1% | +50.7% | +49.0% |
| YTD | +23.0% | +8.2% | +14.8% | +9.2% |
| 1Y | +16.4% | +10.1% | +6.2% | +0.3% |
| 3Y | +5.9% | +69.7% | -63.7% | -50.8% |
| 5Y | -92.2% | +53.4% | -145.6% | -95.5% |
| 10Y | -96.9% | +219.2% | -316.2% | -99.1% |
| All | -92.5% | +214.1% | -306.7% | -97.7% |
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 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