-45.0%
ACI vs VEU
+74.2%
-119.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | -5.0% | +0.3% | -5.4% | -5.1% |
| 30D | -2.3% | +0.7% | -3.0% | -2.4% |
| 3M | -23.2% | +4.7% | -27.9% | -23.6% |
| 6M | -29.5% | +11.6% | -41.1% | -30.6% |
| YTD | -28.6% | +16.8% | -45.4% | -30.8% |
| 1Y | -34.0% | +24.9% | -58.9% | -37.3% |
| All | -45.0% | +74.2% | -119.2% | -53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling