-82.2%
ACIU vs VT
+223.9%
-306.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.3% |
| 7D | +3.7% | +1.0% | +2.7% | +2.7% |
| 30D | +17.8% | -0.2% | +18.0% | +18.1% |
| 3M | +26.9% | +4.5% | +22.4% | +21.1% |
| 6M | -0.4% | +14.1% | -14.4% | -13.2% |
| YTD | -11.5% | +14.8% | -26.2% | -23.2% |
| 1Y | +26.4% | +21.2% | +5.2% | +4.0% |
| 3Y | -15.5% | +76.6% | -92.1% | -52.5% |
| 5Y | -61.1% | +66.6% | -127.7% | -76.5% |
| All | -82.2% | +223.9% | -306.1% | -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