+2.5%
ACEI vs VT
+13.0%
-10.5%
-9.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +0.4% |
| 7D | -3.6% | -4.2% | +0.5% | -1.6% |
| 30D | -4.9% | -5.8% | +0.9% | -2.1% |
| 3M | -0.2% | -5.2% | +5.0% | +2.4% |
| 6M | -1.0% | +0.1% | -1.2% | -0.8% |
| YTD | +1.6% | +8.2% | -6.6% | -2.2% |
| 1Y | +1.9% | +10.1% | -8.2% | -2.6% |
| All | +2.5% | +13.0% | -10.5% | -3.4% |
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