+3.7%
ACEL vs VT
+53.4%
-49.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +20.8% | -2.3% | +23.1% | +23.2% |
| 30D | +25.4% | -5.0% | +30.4% | +31.0% |
| 3M | +11.6% | -4.9% | +16.5% | +16.5% |
| 6M | +20.7% | -1.5% | +22.2% | +21.2% |
| YTD | +20.2% | +8.5% | +11.8% | +9.5% |
| 1Y | +35.3% | +11.4% | +23.9% | +20.1% |
| 3Y | +32.2% | +70.1% | -37.9% | -23.7% |
| All | +3.7% | +53.4% | -49.7% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling