-34.1%
ACIU vs VT
+11.9%
-46.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | 0.0% |
| 7D | -4.5% | +2.4% | -6.8% | -7.7% |
| 30D | -11.2% | -1.5% | -9.7% | -8.7% |
| 3M | -17.1% | -4.1% | -13.0% | -11.5% |
| 6M | -25.0% | +0.6% | -25.6% | -26.2% |
| YTD | -32.2% | +11.0% | -43.2% | -48.4% |
| 1Y | -34.1% | +13.3% | -47.4% | -53.6% |
| All | -34.1% | +11.9% | -46.0% | -53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling