+21.6%
ACI vs ITOT
+163.9%
-142.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +3.0% |
| 7D | -3.7% | -0.9% | -2.8% | -3.5% |
| 30D | +0.6% | -1.5% | +2.0% | +1.0% |
| 3M | -20.3% | +3.6% | -23.9% | -21.0% |
| 6M | -24.7% | +13.7% | -38.3% | -27.3% |
| YTD | -27.2% | +12.9% | -40.2% | -29.7% |
| 1Y | -32.7% | +17.2% | -49.9% | -35.9% |
| 3Y | -43.9% | +75.6% | -119.5% | -54.2% |
| 5Y | -38.9% | +75.5% | -114.3% | -51.6% |
| All | +21.6% | +163.9% | -142.3% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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