-43.6%
ACI vs VIG
+57.1%
-100.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.0% |
| 7D | -2.6% | -0.4% | -2.2% | -2.4% |
| 30D | +1.1% | -2.1% | +3.2% | +1.7% |
| 3M | -23.6% | +3.3% | -27.0% | -24.3% |
| 6M | -29.9% | +9.3% | -39.2% | -31.6% |
| YTD | -26.9% | +10.1% | -37.0% | -28.8% |
| 1Y | -34.2% | +14.7% | -49.0% | -36.9% |
| 3Y | -43.6% | +56.9% | -100.6% | -51.9% |
| All | -43.6% | +57.1% | -100.7% | -51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling