-45.1%
ACM vs VIG
+17.3%
-62.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.3% |
| 7D | +6.6% | +1.0% | +5.6% | +5.1% |
| 30D | +19.8% | +4.5% | +15.2% | +13.2% |
| 3M | -3.1% | +2.1% | -5.2% | -5.9% |
| 6M | -11.5% | +10.5% | -22.0% | -21.6% |
| YTD | -24.7% | +15.1% | -39.8% | -35.0% |
| 1Y | -45.1% | +16.9% | -61.9% | -53.2% |
| All | -45.1% | +17.3% | -62.3% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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