+103.3%
ACU vs VT
+53.4%
+49.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +1.7% | -2.3% | +4.0% | +2.8% |
| 30D | +10.3% | -5.0% | +15.3% | +13.1% |
| 3M | +22.0% | -4.9% | +26.9% | +25.0% |
| 6M | +62.9% | -1.5% | +64.5% | +63.3% |
| YTD | +71.9% | +8.5% | +63.4% | +63.3% |
| 1Y | +85.6% | +11.4% | +74.2% | +73.7% |
| 3Y | +114.8% | +70.1% | +44.8% | +68.6% |
| All | +103.3% | +53.4% | +49.9% | +66.2% |
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