-63.9%
ACRS vs VT
+66.2%
-130.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +27.8% |
| 6M | +99.0% | +12.0% | +87.0% | +76.4% |
| YTD | +105.0% | +15.3% | +89.6% | +73.8% |
| 1Y | +198.1% | +22.6% | +175.5% | +135.4% |
| 3Y | -21.9% | +74.7% | -96.6% | -58.7% |
| All | -63.9% | +66.2% | -130.1% | -79.1% |
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 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