+20.0%
ACSG vs VT
+17.7%
+2.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +1.6% | +1.0% | +0.5% | +0.2% |
| 30D | -3.7% | -0.2% | -3.5% | -3.4% |
| 3M | +6.0% | +4.5% | +1.4% | -0.2% |
| 6M | +20.7% | +14.1% | +6.7% | +0.8% |
| YTD | +18.6% | +14.8% | +3.9% | -2.4% |
| All | +20.0% | +17.7% | +2.4% | -6.5% |
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