+1,592.4%
VRT vs ACI
+32.1%
+1,560.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +6.3% |
| 7D | +0.5% | -5.3% | +5.8% | +0.5% |
| 30D | -13.7% | +5.0% | -18.8% | -13.9% |
| 3M | -26.7% | +7.5% | -34.2% | -26.9% |
| 6M | -43.8% | -16.0% | -27.8% | -43.4% |
| YTD | +27.6% | -20.6% | +48.2% | +28.8% |
| 1Y | +15.5% | -23.5% | +39.0% | +17.0% |
| 3Y | +395.6% | -32.1% | +427.7% | +405.0% |
| 5Y | +677.3% | -42.5% | +719.8% | +694.5% |
| All | +1,592.4% | +32.1% | +1,560.3% | +1,552.8% |
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 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