+1,542.9%
VRT vs ACI
+31.1%
+1,511.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.9% | +8.7% | +9.6% |
| 7D | -10.6% | -5.9% | -4.7% | -10.6% |
| 30D | -17.4% | +7.2% | -24.6% | -17.6% |
| 3M | -26.4% | +8.8% | -35.2% | -26.7% |
| 6M | -41.0% | -17.2% | -23.8% | -40.5% |
| YTD | +23.8% | -21.3% | +45.1% | +25.0% |
| 1Y | +11.6% | -23.7% | +35.4% | +13.0% |
| 3Y | +403.5% | -32.8% | +436.3% | +413.2% |
| 5Y | +647.0% | -41.4% | +688.4% | +662.1% |
| All | +1,542.9% | +31.1% | +1,511.8% | +1,504.5% |
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 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