+291.6%
ACU vs VT
+217.6%
+73.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | +1.1% | -0.1% | +1.3% | +1.2% |
| 30D | +13.1% | -3.1% | +16.1% | +14.6% |
| 3M | +24.6% | -3.5% | +28.0% | +26.4% |
| 6M | +69.9% | +0.5% | +69.4% | +68.8% |
| YTD | +76.7% | +10.8% | +65.9% | +68.1% |
| 1Y | +93.2% | +11.9% | +81.3% | +82.9% |
| 3Y | +136.7% | +73.0% | +63.7% | +89.0% |
| 5Y | +106.7% | +58.6% | +48.1% | +69.5% |
| 10Y | +291.6% | +219.2% | +72.4% | +163.9% |
| All | +291.6% | +217.6% | +73.9% | +163.9% |
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