-83.8%
ACIU vs VT
+217.6%
-301.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.7% | -5.6% |
| 7D | +9.6% | -0.1% | +9.7% | +10.3% |
| 30D | -8.4% | -3.1% | -5.3% | -4.8% |
| 3M | +0.4% | -3.5% | +3.9% | +4.7% |
| 6M | -19.9% | +0.5% | -20.4% | -20.0% |
| YTD | -27.1% | +10.8% | -37.8% | -34.1% |
| 1Y | -31.6% | +11.9% | -43.5% | -38.6% |
| 3Y | -21.0% | +73.0% | -94.0% | -54.4% |
| 5Y | -62.5% | +58.6% | -121.1% | -76.2% |
| 10Y | -83.8% | +219.2% | -303.0% | -95.5% |
| All | -83.8% | +217.6% | -301.5% | -95.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling