+262.3%
ACU vs VT
+224.5%
+37.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +0.4% | -0.3% | -0.1% |
| 30D | +13.9% | +1.0% | +12.9% | +13.4% |
| 3M | +43.5% | +2.4% | +41.1% | +41.5% |
| 6M | +44.2% | +12.0% | +32.2% | +36.6% |
| YTD | +58.3% | +15.3% | +43.0% | +48.1% |
| 1Y | +44.2% | +22.6% | +21.7% | +31.3% |
| 3Y | +122.9% | +74.7% | +48.2% | +76.9% |
| 5Y | +69.2% | +66.1% | +3.0% | +36.0% |
| All | +262.3% | +224.5% | +37.8% | +129.7% |
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