+23.3%
ACGLO vs VT
+167.7%
-144.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -0.3% |
| 7D | +0.5% | -4.2% | +4.7% | +2.1% |
| 30D | -2.4% | -5.8% | +3.4% | -0.2% |
| 3M | -5.5% | -5.2% | -0.3% | -3.6% |
| 6M | -7.7% | +0.1% | -7.8% | -7.8% |
| YTD | -6.4% | +8.2% | -14.6% | -9.4% |
| 1Y | -9.6% | +10.1% | -19.7% | -13.1% |
| 3Y | +1.9% | +69.7% | -67.8% | -18.0% |
| 5Y | -6.2% | +53.4% | -59.5% | -22.2% |
| All | +23.3% | +167.7% | -144.4% | -19.2% |
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