+40.1%
ACMR vs VT
+57.4%
-17.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.5% | +2.6% | +8.9% | +4.9% |
| 7D | +12.7% | +0.4% | +12.3% | +12.5% |
| 30D | -30.3% | -2.6% | -27.7% | -24.4% |
| 3M | -40.6% | -3.2% | -37.4% | -34.6% |
| 6M | -16.9% | +0.9% | -17.8% | -13.9% |
| YTD | +26.1% | +11.3% | +14.8% | +6.6% |
| 1Y | +60.0% | +14.0% | +46.0% | +28.4% |
| 3Y | +205.0% | +75.8% | +129.2% | -4.4% |
| 5Y | +40.1% | +57.8% | -17.7% | -42.4% |
| All | +40.1% | +57.4% | -17.3% | -42.4% |
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