-40.1%
ACVA vs VT
+23.3%
-63.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -2.5% | +0.4% | -3.0% | -2.9% |
| 30D | -9.1% | +1.0% | -10.1% | -9.9% |
| 3M | +18.9% | +2.4% | +16.5% | +16.1% |
| 6M | +27.8% | +12.0% | +15.8% | +15.3% |
| YTD | -13.0% | +15.3% | -28.3% | -26.1% |
| 1Y | -40.1% | +22.6% | -62.7% | -51.5% |
| All | -40.1% | +23.3% | -63.5% | -51.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling