-51.4%
VG vs ACI
-28.1%
-23.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.6% | -0.4% | -4.2% |
| 7D | -22.0% | +3.5% | -25.5% | -21.9% |
| 30D | -14.7% | +16.8% | -31.5% | -14.5% |
| 3M | -7.1% | +13.1% | -20.2% | -6.9% |
| 6M | -11.2% | -15.6% | +4.5% | -10.2% |
| YTD | +69.8% | -19.2% | +89.1% | +71.7% |
| 1Y | +49.9% | -20.7% | +70.5% | +51.4% |
| All | -51.4% | -28.1% | -23.3% | -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