-39.5%
ACI vs VT
+59.7%
-99.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +3.1% |
| 7D | +4.5% | -0.3% | +4.8% | +4.6% |
| 30D | +20.9% | -1.4% | +22.3% | +21.2% |
| 3M | +15.2% | -1.4% | +16.6% | +15.6% |
| 6M | -13.3% | +5.5% | -18.8% | -14.7% |
| YTD | -16.2% | +12.8% | -29.0% | -19.3% |
| 1Y | -16.9% | +15.4% | -32.3% | -20.6% |
| 3Y | -30.8% | +76.9% | -107.7% | -44.2% |
| All | -39.5% | +59.7% | -99.2% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling