+56.5%
VNQ vs ACI
+21.2%
+35.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | +0.4% |
| 7D | -1.3% | -3.7% | +2.5% | -0.9% |
| 30D | -2.6% | +0.6% | -3.2% | -2.7% |
| 3M | -2.0% | -20.3% | +18.3% | 0.0% |
| 6M | +4.3% | -24.7% | +29.0% | +7.0% |
| YTD | +9.2% | -27.2% | +36.5% | +12.3% |
| 1Y | +5.6% | -32.7% | +38.3% | +9.5% |
| 3Y | +30.8% | -43.9% | +74.8% | +37.9% |
| 5Y | +8.0% | -38.9% | +46.8% | +12.1% |
| All | +56.5% | +21.2% | +35.3% | +59.6% |
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