+23.5%
ACGLO vs VT
+177.1%
-153.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.0% |
| 7D | -1.7% | -0.7% | -1.0% | -1.5% |
| 30D | -1.6% | -1.7% | +0.2% | -1.0% |
| 3M | -5.0% | -2.3% | -2.7% | -4.2% |
| 6M | -8.3% | +1.5% | -9.8% | -8.9% |
| YTD | -6.3% | +12.0% | -18.3% | -10.5% |
| 1Y | -8.7% | +12.9% | -21.6% | -13.1% |
| 3Y | +0.9% | +74.9% | -74.1% | -19.8% |
| 5Y | -4.7% | +59.9% | -64.6% | -22.2% |
| All | +23.5% | +177.1% | -153.7% | -20.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling