-51.4%
VG vs ACI
-30.5%
-20.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | -0.1% |
| 7D | -22.0% | -2.2% | -19.8% | -22.1% |
| 30D | -11.6% | +10.3% | -21.9% | -11.6% |
| 3M | -14.9% | +7.2% | -22.1% | -14.8% |
| 6M | -3.5% | -18.0% | +14.5% | -2.6% |
| YTD | +70.0% | -22.0% | +92.0% | +71.5% |
| 1Y | +50.0% | -23.4% | +73.4% | +51.3% |
| All | -51.4% | -30.5% | -20.8% | -49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling