+135.2%
VGT vs ACI
-43.7%
+178.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | -0.1% |
| 7D | +1.5% | -5.0% | +6.5% | +1.7% |
| 30D | +0.5% | -2.3% | +2.8% | +0.6% |
| 3M | +5.3% | -23.2% | +28.4% | +6.2% |
| 6M | +32.4% | -29.5% | +61.9% | +34.2% |
| YTD | +28.6% | -28.6% | +57.2% | +30.0% |
| 1Y | +37.6% | -34.0% | +71.7% | +40.1% |
| 3Y | +125.5% | -45.0% | +170.5% | +133.1% |
| 5Y | +135.2% | -44.0% | +179.2% | +135.8% |
| All | +135.2% | -43.7% | +178.9% | +135.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling