+267.8%
VGT vs ACI
+17.4%
+250.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.2% | -1.0% |
| 7D | -1.0% | -7.1% | +6.0% | -0.8% |
| 30D | -0.4% | -4.5% | +4.0% | -0.3% |
| 3M | +6.6% | -22.3% | +28.9% | +7.6% |
| 6M | +31.0% | -28.4% | +59.5% | +32.7% |
| YTD | +27.2% | -29.5% | +56.8% | +28.8% |
| 1Y | +34.5% | -34.2% | +68.7% | +36.7% |
| 3Y | +123.1% | -45.7% | +168.8% | +129.8% |
| 5Y | +135.1% | -40.8% | +175.9% | +138.0% |
| All | +267.8% | +17.4% | +250.5% | +235.8% |
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