-17.7%
ACI vs VCLT
-3.5%
-14.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.3% |
| 7D | +4.5% | +0.4% | +4.1% | +4.3% |
| 30D | +20.9% | +3.9% | +16.9% | +20.0% |
| 3M | +15.2% | -1.9% | +17.2% | +15.0% |
| 6M | -13.3% | -2.6% | -10.7% | -13.8% |
| YTD | -16.2% | -3.1% | -13.1% | -15.9% |
| All | -17.7% | -3.5% | -14.2% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling