-16.9%
ACI vs VO
+16.3%
-33.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.7% | +3.5% |
| 7D | +4.5% | +1.0% | +3.5% | +4.5% |
| 30D | +20.9% | +2.6% | +18.2% | +20.7% |
| 3M | +15.2% | -0.3% | +15.5% | +15.3% |
| 6M | -13.3% | +7.6% | -20.9% | -13.1% |
| YTD | -16.2% | +14.7% | -30.9% | -16.6% |
| 1Y | -16.9% | +16.4% | -33.3% | -18.1% |
| All | -16.9% | +16.3% | -33.1% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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