-82.4%
ACRV vs VT
+75.0%
-157.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +3.4% | +0.4% | +3.0% | +2.4% |
| 30D | +29.9% | +1.0% | +28.9% | +27.6% |
| 3M | +37.4% | +2.4% | +35.0% | +31.4% |
| 6M | +26.0% | +12.0% | +14.0% | +1.5% |
| YTD | -11.6% | +15.3% | -27.0% | -33.4% |
| 1Y | +63.8% | +22.6% | +41.3% | +9.7% |
| All | -82.4% | +75.0% | -157.4% | -93.6% |
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