+21.6%
ACI vs VTEB
+5.4%
+16.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.9% | +3.0% |
| 7D | -3.7% | -0.9% | -2.8% | -3.1% |
| 30D | +0.6% | -2.5% | +3.1% | +2.3% |
| 3M | -20.3% | -3.0% | -17.4% | -18.7% |
| 6M | -24.7% | -2.1% | -22.5% | -23.5% |
| YTD | -27.2% | -1.5% | -25.7% | -26.3% |
| 1Y | -32.7% | +0.2% | -32.9% | -32.5% |
| 3Y | -43.9% | +8.6% | -52.5% | -46.3% |
| 5Y | -38.9% | +1.2% | -40.1% | -35.8% |
| All | +21.6% | +5.4% | +16.2% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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