+103.8%
V vs ACI
+21.8%
+82.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -1.6% |
| 7D | -1.1% | -2.6% | +1.5% | -1.0% |
| 30D | +1.9% | +1.1% | +0.8% | +1.8% |
| 3M | +15.5% | -23.6% | +39.2% | +16.4% |
| 6M | +16.6% | -29.9% | +46.6% | +17.7% |
| YTD | +5.7% | -26.9% | +32.6% | +6.5% |
| 1Y | +8.6% | -34.2% | +42.8% | +9.7% |
| 3Y | +52.5% | -43.6% | +96.1% | +54.7% |
| 5Y | +67.1% | -42.4% | +109.5% | +69.2% |
| All | +103.8% | +21.8% | +82.0% | +105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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