+554.9%
ACU vs VT
+374.2%
+180.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +13.9% | +1.0% | +12.9% | +13.6% |
| 3M | +43.5% | +2.4% | +41.1% | +42.3% |
| 6M | +44.2% | +12.0% | +32.2% | +39.6% |
| YTD | +58.3% | +15.3% | +43.0% | +52.1% |
| 1Y | +44.2% | +22.6% | +21.7% | +36.3% |
| 3Y | +122.9% | +74.7% | +48.2% | +93.5% |
| 5Y | +69.2% | +66.1% | +3.0% | +47.8% |
| 10Y | +265.1% | +225.0% | +40.1% | +177.3% |
| All | +554.9% | +374.2% | +180.7% | +336.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling