-90.5%
ACRV vs VT
+87.9%
-178.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -6.5% |
| 7D | -1.9% | +0.4% | -2.2% | -2.3% |
| 30D | -17.3% | -2.6% | -14.7% | -12.8% |
| 3M | -8.7% | -3.2% | -5.4% | -2.4% |
| 6M | -20.2% | +0.9% | -21.1% | -20.7% |
| YTD | -34.4% | +11.3% | -45.7% | -45.3% |
| 1Y | -16.0% | +14.0% | -30.0% | -32.6% |
| 3Y | -65.6% | +75.8% | -141.4% | -84.6% |
| All | -90.5% | +87.9% | -178.4% | -96.1% |
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