+2,282.9%
VRT vs ACI
+21.8%
+2,261.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.3% | +6.9% | +3.8% |
| 7D | +13.6% | -2.6% | +16.2% | +13.7% |
| 30D | +6.8% | +1.1% | +5.7% | +6.7% |
| 3M | -3.2% | -23.6% | +20.4% | -1.9% |
| 6M | +20.3% | -29.9% | +50.3% | +22.6% |
| YTD | +79.6% | -26.9% | +106.5% | +81.8% |
| 1Y | +139.0% | -34.2% | +173.2% | +144.8% |
| 3Y | +644.6% | -43.6% | +688.2% | +674.3% |
| 5Y | +1,024.4% | -42.4% | +1,066.7% | +1,043.0% |
| All | +2,282.9% | +21.8% | +2,261.1% | +2,234.0% |
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