+33.3%
ACI vs VEU
+102.9%
-69.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | +2.3% | +2.1% | +0.2% | +1.8% |
| 30D | +1.2% | -0.9% | +2.2% | +1.4% |
| 3M | +6.8% | -5.4% | +12.2% | +8.0% |
| 6M | -18.7% | -1.8% | -16.9% | -18.7% |
| YTD | -20.2% | +10.9% | -31.1% | -23.1% |
| 1Y | -23.7% | +13.6% | -37.3% | -27.1% |
| 3Y | -31.6% | +69.3% | -100.9% | -42.9% |
| 5Y | -42.8% | +48.1% | -90.9% | -51.8% |
| All | +33.3% | +102.9% | -69.6% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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