+124.4%
VGT vs ACI
-45.1%
+169.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | -0.3% |
| 7D | +1.5% | -5.0% | +6.5% | +1.1% |
| 30D | +0.5% | -2.3% | +2.8% | +0.4% |
| 3M | +5.3% | -23.2% | +28.4% | +3.8% |
| 6M | +32.4% | -29.5% | +61.9% | +30.1% |
| YTD | +28.6% | -28.6% | +57.2% | +26.3% |
| 1Y | +37.6% | -34.0% | +71.7% | +35.6% |
| All | +124.4% | -45.1% | +169.5% | +122.5% |
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