-81.2%
ACRS vs VT
+223.7%
-304.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +2.6% | +6.1% | +5.8% |
| 7D | +11.6% | +0.4% | +11.2% | +11.1% |
| 30D | +10.7% | -2.6% | +13.3% | +14.1% |
| 3M | -28.3% | -3.2% | -25.0% | -25.7% |
| 6M | -14.0% | +0.9% | -14.9% | -14.6% |
| YTD | +40.9% | +11.3% | +29.6% | +24.5% |
| 1Y | +82.8% | +14.0% | +68.8% | +57.4% |
| 3Y | -13.8% | +75.8% | -89.7% | -54.2% |
| 5Y | -72.7% | +57.8% | -130.6% | -83.4% |
| 10Y | -81.2% | +219.8% | -301.0% | -94.0% |
| All | -81.2% | +223.7% | -304.8% | -94.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling