+21.6%
ACI vs VEU
+113.1%
-91.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +3.0% |
| 7D | -3.7% | -1.4% | -2.3% | -3.4% |
| 30D | +0.6% | -0.4% | +1.0% | +0.7% |
| 3M | -20.3% | +2.5% | -22.9% | -20.8% |
| 6M | -24.7% | +11.1% | -35.8% | -26.9% |
| YTD | -27.2% | +16.5% | -43.7% | -30.5% |
| 1Y | -32.7% | +22.9% | -55.6% | -36.9% |
| 3Y | -43.9% | +73.4% | -117.3% | -53.2% |
| 5Y | -38.9% | +56.1% | -95.0% | -49.1% |
| All | +21.6% | +113.1% | -91.5% | -5.3% |
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