+97.3%
ACIO vs VT
+135.8%
-38.5%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.6% | -1.6% | 0.0% | -0.9% |
| 30D | -1.9% | -2.5% | +0.5% | -0.8% |
| 3M | -0.3% | -1.3% | +1.0% | +0.3% |
| 6M | +2.3% | +3.1% | -0.7% | +0.9% |
| YTD | +6.4% | +10.9% | -4.6% | +1.4% |
| 1Y | +5.5% | +12.1% | -6.6% | +0.1% |
| 3Y | +51.2% | +73.9% | -22.7% | +18.9% |
| 5Y | +51.5% | +58.0% | -6.5% | +21.8% |
| All | +97.3% | +135.8% | -38.5% | +45.3% |
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