-85.0%
ACIU vs VT
+224.4%
-309.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -2.5% |
| 7D | -1.3% | -0.7% | -0.6% | -0.2% |
| 30D | -7.8% | -1.7% | -6.0% | -5.5% |
| 3M | -11.0% | -2.3% | -8.7% | -8.5% |
| 6M | -20.1% | +1.5% | -21.7% | -21.1% |
| YTD | -28.0% | +12.0% | -40.1% | -35.8% |
| 1Y | -33.3% | +12.9% | -46.2% | -40.7% |
| 3Y | -22.1% | +74.9% | -97.0% | -55.6% |
| 5Y | -62.6% | +59.9% | -122.6% | -76.5% |
| 10Y | -85.0% | +224.6% | -309.7% | -96.5% |
| All | -85.0% | +224.4% | -309.4% | -96.5% |
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