+89.7%
ACIW vs VT
+53.4%
+36.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | +6.5% | -2.3% | +8.8% | +8.9% |
| 30D | +18.5% | -5.0% | +23.5% | +24.5% |
| 3M | +8.7% | -4.9% | +13.6% | +14.0% |
| 6M | +38.7% | -1.5% | +40.3% | +38.6% |
| YTD | +25.5% | +8.5% | +17.1% | +11.5% |
| 1Y | +18.5% | +11.4% | +7.2% | +1.8% |
| 3Y | +149.0% | +70.1% | +79.0% | +28.3% |
| All | +89.7% | +53.4% | +36.3% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling