+297.8%
ACV vs VT
+222.7%
+75.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.0% |
| 7D | +2.3% | +2.9% | -0.6% | -0.7% |
| 30D | -5.5% | -2.5% | -3.0% | -3.0% |
| 3M | -14.4% | -3.3% | -11.0% | -11.4% |
| 6M | -11.2% | +1.5% | -12.8% | -12.7% |
| YTD | -5.6% | +11.4% | -17.0% | -15.9% |
| 1Y | -2.2% | +11.9% | -14.2% | -13.3% |
| 3Y | +65.6% | +73.9% | -8.3% | -9.3% |
| 5Y | +23.6% | +57.9% | -34.3% | -24.6% |
| All | +297.8% | +222.7% | +75.1% | +17.4% |
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 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