-7.9%
ACES vs VT
+76.6%
-84.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.4% | -0.5% |
| 7D | +6.4% | -0.3% | +6.7% | +6.9% |
| 30D | +0.5% | -1.4% | +2.0% | +2.9% |
| 3M | -13.2% | -1.4% | -11.8% | -11.1% |
| 6M | -20.7% | +5.5% | -26.2% | -26.1% |
| YTD | -13.4% | +12.8% | -26.3% | -26.8% |
| 1Y | -16.6% | +15.4% | -32.1% | -31.7% |
| All | -7.9% | +76.6% | -84.4% | -69.9% |
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 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