-33.9%
ACTG vs VT
+224.5%
-258.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.6% | +0.4% | +1.1% | +1.2% |
| 30D | 0.0% | +1.0% | -1.0% | -0.8% |
| 3M | -3.4% | +2.4% | -5.8% | -5.4% |
| 6M | +8.4% | +12.0% | -3.6% | -1.4% |
| YTD | +21.4% | +15.3% | +6.1% | +7.9% |
| 1Y | +35.9% | +22.6% | +13.3% | +15.0% |
| 3Y | +19.8% | +74.7% | -54.9% | -22.7% |
| 5Y | -31.1% | +66.1% | -97.3% | -53.7% |
| All | -33.9% | +224.5% | -258.4% | -75.7% |
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