-72.7%
ACRS vs VT
+222.7%
-295.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +2.7% | +0.4% | +2.2% | +2.1% |
| 30D | -3.0% | +1.0% | -4.0% | -4.2% |
| 3M | +31.0% | +2.4% | +28.6% | +27.9% |
| 6M | +99.0% | +12.0% | +87.0% | +76.6% |
| YTD | +105.0% | +15.3% | +89.6% | +74.2% |
| 1Y | +198.1% | +22.6% | +175.5% | +136.7% |
| 3Y | -21.9% | +74.7% | -96.6% | -57.9% |
| 5Y | -64.4% | +66.1% | -130.6% | -79.6% |
| All | -72.7% | +222.7% | -295.4% | -91.7% |
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