-86.5%
ACIU vs VT
+205.5%
-292.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.1% | -3.8% | -3.5% |
| 7D | -11.0% | -4.2% | -6.8% | -6.4% |
| 30D | -16.3% | -5.8% | -10.5% | -10.5% |
| 3M | -7.9% | -5.2% | -2.6% | -2.2% |
| 6M | -29.9% | +0.1% | -30.0% | -29.9% |
| YTD | -32.8% | +8.2% | -41.0% | -37.9% |
| 1Y | -38.5% | +10.1% | -48.6% | -43.9% |
| 3Y | -22.4% | +69.7% | -92.1% | -54.3% |
| 5Y | -71.2% | +53.4% | -124.6% | -81.1% |
| 10Y | -82.2% | +219.2% | -301.4% | -94.4% |
| All | -86.5% | +205.5% | -292.0% | -95.5% |
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 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