-45.0%
ACI vs VCLT
+12.6%
-57.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -5.0% | 0.0% | -5.1% | -5.0% |
| 30D | -2.3% | +0.1% | -2.4% | -2.3% |
| 3M | -23.2% | -2.9% | -20.3% | -23.0% |
| 6M | -29.5% | -4.0% | -25.5% | -29.1% |
| YTD | -28.6% | -2.2% | -26.4% | -28.4% |
| 1Y | -34.0% | -2.6% | -31.5% | -33.8% |
| All | -45.0% | +12.6% | -57.6% | -44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling