+54.0%
VEA vs ACI
-42.9%
+96.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +2.3% | +2.3% | 0.0% | +2.1% |
| 30D | +0.2% | +1.2% | -1.0% | +0.1% |
| 3M | -5.3% | +6.8% | -12.1% | -5.8% |
| 6M | -0.9% | -18.7% | +17.8% | +0.4% |
| YTD | +12.2% | -20.2% | +32.4% | +13.6% |
| 1Y | +16.1% | -23.7% | +39.8% | +18.2% |
| 3Y | +73.0% | -31.6% | +104.6% | +77.6% |
| All | +54.0% | -42.9% | +96.9% | +57.0% |
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