-39.3%
VG vs ACI
-32.7%
-6.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +1.7% | +0.2% | +1.5% | +1.7% |
| 30D | +16.0% | +5.9% | +10.1% | +16.0% |
| 3M | +9.7% | -19.8% | +29.5% | +10.4% |
| 6M | +29.6% | -24.7% | +54.3% | +31.3% |
| YTD | +112.0% | -24.4% | +136.4% | +113.8% |
| 1Y | +12.8% | -31.5% | +44.3% | +11.8% |
| All | -39.3% | -32.7% | -6.7% | -37.1% |
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 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