+272.9%
VGT vs ACI
+25.9%
+247.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +1.0% | +0.2% | +0.8% | +1.0% |
| 30D | +1.3% | +5.9% | -4.6% | +1.0% |
| 3M | -1.1% | -19.8% | +18.6% | -0.3% |
| 6M | +32.6% | -24.7% | +57.4% | +34.1% |
| YTD | +29.0% | -24.4% | +53.4% | +30.2% |
| 1Y | +39.7% | -31.5% | +71.2% | +42.0% |
| 3Y | +120.9% | -38.7% | +159.6% | +125.7% |
| 5Y | +133.6% | -42.8% | +176.4% | +137.0% |
| All | +272.9% | +25.9% | +247.0% | +239.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling