-46.6%
VG vs ACI
-29.3%
-17.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.4% |
| 7D | +5.5% | -5.3% | +10.8% | +5.2% |
| 30D | -3.6% | +5.0% | -8.6% | -3.5% |
| 3M | -4.0% | +7.5% | -11.5% | -3.8% |
| 6M | +9.4% | -16.0% | +25.4% | +10.5% |
| YTD | +86.6% | -20.6% | +107.3% | +88.5% |
| 1Y | +69.5% | -23.5% | +93.0% | +70.5% |
| All | -46.6% | -29.3% | -17.3% | -44.5% |
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