+60.9%
VEA vs ACI
-43.7%
+104.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.7% |
| 7D | +0.3% | -5.0% | +5.4% | +0.7% |
| 30D | +0.4% | -2.3% | +2.7% | +0.6% |
| 3M | +4.8% | -23.2% | +28.0% | +6.6% |
| 6M | +11.3% | -29.5% | +40.7% | +13.9% |
| YTD | +17.4% | -28.6% | +46.0% | +19.8% |
| 1Y | +26.2% | -34.0% | +60.2% | +29.8% |
| 3Y | +77.7% | -45.0% | +122.7% | +85.9% |
| 5Y | +60.9% | -44.0% | +104.9% | +64.7% |
| All | +60.9% | -43.7% | +104.6% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling