+21.2%
ACEL vs VT
+182.7%
-161.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.1% | +0.4% | -0.4% | -0.3% |
| 30D | -4.4% | +1.0% | -5.4% | -5.3% |
| 3M | -1.6% | +2.4% | -4.0% | -4.2% |
| 6M | -9.0% | +12.0% | -21.0% | -18.8% |
| YTD | +4.1% | +15.3% | -11.2% | -9.4% |
| 1Y | +3.4% | +22.6% | -19.2% | -15.1% |
| 3Y | +0.1% | +74.7% | -74.6% | -40.9% |
| 5Y | +1.5% | +66.1% | -64.7% | -37.4% |
| All | +21.2% | +182.7% | -161.5% | -50.0% |
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