-71.6%
ACDC vs VT
+98.1%
-169.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.2% | +0.4% | +2.8% | +2.5% |
| 30D | +14.3% | +1.0% | +13.3% | +12.7% |
| 3M | -36.1% | +2.4% | -38.5% | -38.4% |
| 6M | +2.8% | +12.0% | -9.2% | -15.7% |
| YTD | +32.4% | +15.3% | +17.1% | +3.2% |
| 1Y | +35.2% | +22.6% | +12.6% | -5.1% |
| 3Y | -53.5% | +74.7% | -128.2% | -80.4% |
| All | -71.6% | +98.1% | -169.7% | -89.9% |
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