+71.7%
ACR vs VT
+74.2%
-2.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.2% |
| 7D | -1.6% | -0.1% | -1.4% | -1.5% |
| 30D | -2.7% | -0.7% | -2.1% | -2.4% |
| 3M | -24.6% | +4.0% | -28.6% | -26.6% |
| 6M | -27.3% | +12.3% | -39.6% | -32.2% |
| YTD | -35.2% | +14.0% | -49.3% | -40.3% |
| 1Y | -34.2% | +20.3% | -54.5% | -41.4% |
| All | +71.7% | +74.2% | -2.5% | +21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling