-49.4%
VG vs ACI
-28.4%
-21.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +1.8% |
| 7D | -7.7% | -0.6% | -7.1% | -7.7% |
| 30D | -8.8% | +9.5% | -18.4% | -8.7% |
| 3M | -15.6% | +10.1% | -25.7% | -15.4% |
| 6M | +5.2% | -15.4% | +20.6% | +6.4% |
| YTD | +76.9% | -19.5% | +96.4% | +78.8% |
| 1Y | +42.5% | -21.0% | +63.5% | +43.9% |
| All | -49.4% | -28.4% | -21.0% | -47.4% |
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