-31.5%
ACI vs VYM
+21.4%
-52.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +5.9% | -0.5% | +6.5% | +6.2% |
| 3M | -19.8% | +3.0% | -22.8% | -20.7% |
| 6M | -24.7% | +8.2% | -33.0% | -26.2% |
| YTD | -24.4% | +15.8% | -40.2% | -30.1% |
| 1Y | -31.5% | +20.8% | -52.3% | -39.4% |
| All | -31.5% | +21.4% | -52.9% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling