-44.0%
ACI vs VIG
+62.2%
-106.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.1% |
| 7D | -5.0% | -1.2% | -3.9% | -4.5% |
| 30D | -2.3% | -2.8% | +0.5% | -1.0% |
| 3M | -23.2% | +2.5% | -25.7% | -24.0% |
| 6M | -29.5% | +8.1% | -37.6% | -32.0% |
| YTD | -28.6% | +9.6% | -38.2% | -31.7% |
| 1Y | -34.0% | +14.2% | -48.2% | -38.2% |
| 3Y | -45.0% | +56.1% | -101.1% | -56.9% |
| 5Y | -44.0% | +62.8% | -106.9% | -59.4% |
| All | -44.0% | +62.2% | -106.3% | -59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling