-31.6%
ACR vs VT
+59.8%
-91.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.1% | -7.6% | -7.0% |
| 7D | -27.6% | -0.7% | -26.9% | -27.3% |
| 30D | -2.3% | -1.7% | -0.5% | -1.3% |
| 3M | -26.7% | -2.3% | -24.4% | -25.9% |
| 6M | -52.9% | +1.5% | -54.5% | -53.6% |
| YTD | -51.6% | +12.0% | -63.6% | -55.0% |
| 1Y | -51.9% | +12.9% | -64.8% | -55.5% |
| 3Y | +35.9% | +74.9% | -39.0% | -3.5% |
| 5Y | -31.6% | +59.9% | -91.5% | -51.5% |
| All | -31.6% | +59.8% | -91.3% | -51.5% |
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