+75.1%
ACIW vs VT
+57.0%
+18.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +1.3% | +2.4% | -1.1% | -1.2% |
| 30D | +19.0% | -1.5% | +20.5% | +20.5% |
| 3M | +13.3% | -4.1% | +17.4% | +17.9% |
| 6M | +49.0% | +0.6% | +48.4% | +45.8% |
| YTD | +27.1% | +11.0% | +16.1% | +10.1% |
| 1Y | +28.9% | +13.3% | +15.6% | +8.8% |
| 3Y | +134.2% | +73.4% | +60.8% | +17.9% |
| All | +75.1% | +57.0% | +18.1% | +4.3% |
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 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