-20.3%
ACGLN vs VT
+57.4%
-77.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.1% |
| 7D | +2.9% | +0.4% | +2.5% | +2.7% |
| 30D | +0.8% | -2.6% | +3.4% | +1.7% |
| 3M | -4.4% | -3.2% | -1.2% | -3.3% |
| 6M | -7.9% | +0.9% | -8.8% | -8.3% |
| YTD | -3.6% | +11.3% | -14.9% | -7.7% |
| 1Y | -6.2% | +14.0% | -20.2% | -11.0% |
| 3Y | +1.1% | +75.8% | -74.8% | -20.6% |
| 5Y | -20.3% | +57.8% | -78.1% | -37.3% |
| All | -20.3% | +57.4% | -77.6% | -37.3% |
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