-81.7%
ACIU vs VT
+225.5%
-307.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +7.9% | +0.4% | +7.5% | +7.4% |
| 30D | +24.9% | +1.0% | +23.9% | +23.6% |
| 3M | +19.2% | +2.4% | +16.8% | +16.4% |
| 6M | +0.7% | +12.0% | -11.3% | -10.6% |
| YTD | -8.9% | +15.3% | -24.3% | -21.5% |
| 1Y | +33.0% | +22.6% | +10.4% | +8.2% |
| 3Y | -15.4% | +74.7% | -90.1% | -51.9% |
| 5Y | -59.8% | +66.1% | -126.0% | -75.7% |
| All | -81.7% | +225.5% | -307.3% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling