-92.4%
ACET vs VT
+66.2%
-158.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.8% | +0.4% | +5.4% | +5.1% |
| 30D | +4.7% | +1.0% | +3.7% | +3.0% |
| 3M | +17.7% | +2.4% | +15.3% | +13.6% |
| 6M | +26.7% | +12.0% | +14.7% | +7.0% |
| YTD | +13.9% | +15.3% | -1.4% | -7.6% |
| 1Y | -15.9% | +22.6% | -38.5% | -37.6% |
| 3Y | -69.7% | +74.7% | -144.4% | -86.6% |
| All | -92.4% | +66.2% | -158.6% | -96.3% |
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