+361.8%
VRT vs ACI
-35.7%
+397.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +2.5% |
| 7D | -21.4% | -2.2% | -19.1% | -21.7% |
| 30D | -25.8% | +10.3% | -36.1% | -23.9% |
| 3M | -33.5% | +7.2% | -40.7% | -32.1% |
| 6M | -49.0% | -18.0% | -31.0% | -49.5% |
| YTD | +12.9% | -22.0% | +34.9% | +11.3% |
| 1Y | 0.0% | -23.4% | +23.4% | -1.5% |
| 3Y | +361.8% | -35.8% | +397.6% | +350.2% |
| All | +361.8% | -35.7% | +397.5% | +350.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling