+26.3%
ACI vs VT
+144.0%
-117.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.2% | +0.4% | -0.3% | 0.0% |
| 30D | +5.9% | +1.0% | +4.9% | +5.6% |
| 3M | -19.8% | +2.4% | -22.2% | -20.3% |
| 6M | -24.7% | +12.0% | -36.7% | -27.3% |
| YTD | -24.4% | +15.3% | -39.7% | -27.8% |
| 1Y | -31.5% | +22.6% | -54.1% | -36.0% |
| 3Y | -38.7% | +74.7% | -113.4% | -50.2% |
| 5Y | -42.8% | +66.1% | -108.9% | -54.4% |
| All | +26.3% | +144.0% | -117.7% | -13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling