+76.9%
VT vs ACI
-30.9%
+107.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +1.7% |
| 7D | -0.3% | +4.5% | -4.8% | -0.4% |
| 30D | -1.4% | +20.9% | -22.3% | -1.8% |
| 3M | -1.4% | +15.2% | -16.6% | -1.6% |
| 6M | +5.5% | -13.3% | +18.8% | +5.9% |
| YTD | +12.8% | -16.2% | +29.0% | +13.2% |
| 1Y | +15.4% | -16.9% | +32.3% | +15.9% |
| All | +76.9% | -30.9% | +107.8% | +81.6% |
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