-35.8%
ACI vs VT
+69.7%
-105.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.4% |
| 7D | -2.2% | -2.3% | +0.1% | -2.0% |
| 30D | +10.3% | -5.0% | +15.3% | +10.7% |
| 3M | +7.2% | -4.9% | +12.1% | +7.6% |
| 6M | -18.0% | -1.5% | -16.5% | -18.0% |
| YTD | -22.0% | +8.5% | -30.5% | -22.9% |
| 1Y | -23.4% | +11.4% | -34.7% | -24.7% |
| 3Y | -35.8% | +70.1% | -105.9% | -46.8% |
| All | -35.8% | +69.7% | -105.6% | -46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling