+110.1%
ACMR vs VT
+66.2%
+43.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.2% | +7.3% |
| 7D | 0.0% | +0.4% | -0.4% | -1.1% |
| 30D | -6.8% | +1.0% | -7.8% | -9.0% |
| 3M | -17.5% | +2.4% | -19.9% | -19.2% |
| 6M | +43.7% | +12.0% | +31.6% | +15.3% |
| YTD | +88.7% | +15.3% | +73.4% | +43.9% |
| 1Y | +175.9% | +22.6% | +153.3% | +84.9% |
| 3Y | +303.9% | +74.7% | +229.2% | +27.4% |
| All | +110.1% | +66.2% | +43.9% | -19.1% |
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