-32.7%
ACI vs VIG
+13.0%
-45.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.1% |
| 7D | -3.7% | -1.1% | -2.7% | -3.5% |
| 30D | +0.6% | -2.7% | +3.3% | +1.1% |
| 3M | -20.3% | +2.5% | -22.9% | -20.4% |
| 6M | -24.7% | +9.2% | -33.9% | -24.7% |
| YTD | -27.2% | +9.8% | -37.1% | -27.7% |
| 1Y | -32.7% | +12.4% | -45.1% | -34.0% |
| All | -32.7% | +13.0% | -45.8% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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