+3,887.9%
ACMR vs VT
+168.3%
+3,719.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.2% | +7.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.9% |
| 30D | -6.8% | +1.0% | -7.8% | -8.5% |
| 3M | -17.5% | +2.4% | -19.9% | -18.6% |
| 6M | +43.7% | +12.0% | +31.6% | +21.5% |
| YTD | +88.7% | +15.3% | +73.4% | +53.4% |
| 1Y | +175.9% | +22.6% | +153.3% | +102.8% |
| 3Y | +303.9% | +74.7% | +229.2% | +67.8% |
| 5Y | +136.1% | +66.1% | +70.0% | +16.1% |
| All | +3,887.9% | +168.3% | +3,719.5% | +1,046.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling