+51.8%
VG vs ACI
-18.4%
+70.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.5% | -11.2% | -7.6% |
| 7D | -16.4% | +4.5% | -20.9% | -16.3% |
| 30D | -10.8% | +20.9% | -31.6% | -11.5% |
| 3M | -6.3% | +15.2% | -21.5% | -6.8% |
| 6M | -12.5% | -13.3% | +0.8% | -7.8% |
| YTD | +76.9% | -16.2% | +93.1% | +82.4% |
| 1Y | +51.8% | -16.9% | +68.7% | +55.1% |
| All | +51.8% | -18.4% | +70.2% | +55.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling