+32.6%
ACI vs VT
+137.1%
-104.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.7% |
| 7D | -5.3% | -0.7% | -4.6% | -5.1% |
| 30D | +5.0% | -1.7% | +6.8% | +5.5% |
| 3M | +7.5% | -2.3% | +9.8% | +8.1% |
| 6M | -16.0% | +1.5% | -17.5% | -16.5% |
| YTD | -20.6% | +12.0% | -32.7% | -23.6% |
| 1Y | -23.5% | +12.9% | -36.4% | -26.6% |
| 3Y | -32.1% | +74.9% | -107.1% | -45.2% |
| 5Y | -42.5% | +59.9% | -102.4% | -53.7% |
| All | +32.6% | +137.1% | -104.5% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling