+34.3%
ACI vs VIG
+144.3%
-110.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.5% | +3.1% | -3.5% | -1.8% |
| 30D | +4.9% | +5.0% | -0.1% | +2.6% |
| 3M | +11.1% | +2.7% | +8.4% | +9.8% |
| 6M | -14.9% | +11.0% | -25.9% | -18.8% |
| YTD | -19.6% | +16.0% | -35.6% | -24.9% |
| 1Y | -22.7% | +16.3% | -39.0% | -27.9% |
| 3Y | -31.2% | +66.8% | -98.1% | -46.9% |
| 5Y | -42.3% | +64.8% | -107.1% | -56.4% |
| All | +34.3% | +144.3% | -110.0% | -23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling