+43.9%
ACOG vs VT
+32.8%
+11.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -8.0% | -1.6% | -6.4% | -6.3% |
| 30D | -9.9% | -2.5% | -7.4% | -7.3% |
| 3M | -2.7% | -1.3% | -1.4% | -1.0% |
| 6M | +37.8% | +3.1% | +34.7% | +32.7% |
| YTD | +26.2% | +10.9% | +15.2% | +12.2% |
| 1Y | +43.9% | +12.1% | +31.8% | +26.7% |
| All | +43.9% | +32.8% | +11.1% | +1.1% |
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 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