+614.1%
ACU vs VT
+345.0%
+269.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -1.6% |
| 7D | +1.1% | -4.2% | +5.2% | +2.2% |
| 30D | +9.0% | -5.8% | +14.8% | +10.8% |
| 3M | +24.2% | -5.2% | +29.4% | +26.0% |
| 6M | +64.8% | +0.1% | +64.7% | +64.3% |
| YTD | +72.6% | +8.2% | +64.4% | +68.6% |
| 1Y | +82.9% | +10.1% | +72.8% | +77.8% |
| 3Y | +116.8% | +69.7% | +47.1% | +89.9% |
| 5Y | +108.8% | +53.4% | +55.4% | +86.1% |
| 10Y | +285.8% | +219.2% | +66.6% | +195.8% |
| All | +614.1% | +345.0% | +269.1% | +383.9% |
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 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