-81.6%
ACIU vs VT
+223.7%
-305.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +6.6% |
| 7D | +18.4% | +0.4% | +18.1% | +18.5% |
| 30D | -2.4% | -2.6% | +0.2% | +0.9% |
| 3M | +3.4% | -3.2% | +6.6% | +7.5% |
| 6M | -14.7% | +0.9% | -15.6% | -15.2% |
| YTD | -22.3% | +11.3% | -33.6% | -30.2% |
| 1Y | -26.1% | +14.0% | -40.1% | -34.9% |
| 3Y | -18.1% | +75.8% | -94.0% | -53.5% |
| 5Y | -67.7% | +57.8% | -125.6% | -79.4% |
| 10Y | -81.6% | +219.8% | -301.4% | -94.5% |
| All | -81.6% | +223.7% | -305.3% | -94.5% |
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