+132.8%
VT vs ACI
+34.5%
+98.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.4% | -3.8% |
| 7D | -4.2% | +3.5% | -7.7% | -4.4% |
| 30D | -5.8% | +16.8% | -22.6% | -6.8% |
| 3M | -5.2% | +13.1% | -18.4% | -6.1% |
| 6M | +0.1% | -15.6% | +15.8% | +1.0% |
| YTD | +8.2% | -19.2% | +27.5% | +9.3% |
| 1Y | +10.1% | -20.7% | +30.8% | +11.3% |
| 3Y | +69.7% | -33.4% | +103.0% | +73.5% |
| 5Y | +53.4% | -41.7% | +95.1% | +56.5% |
| All | +132.8% | +34.5% | +98.4% | +124.7% |
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