+148.1%
VT vs ACI
+25.9%
+122.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +0.4% | +0.2% | +0.3% | +0.4% |
| 30D | +1.0% | +5.9% | -4.9% | +0.6% |
| 3M | +2.4% | -19.8% | +22.2% | +3.6% |
| 6M | +12.0% | -24.7% | +36.7% | +13.8% |
| YTD | +15.3% | -24.4% | +39.7% | +17.0% |
| 1Y | +22.6% | -31.5% | +54.1% | +25.3% |
| 3Y | +74.7% | -38.7% | +113.4% | +79.7% |
| 5Y | +66.1% | -42.8% | +108.9% | +69.8% |
| All | +148.1% | +25.9% | +122.2% | +140.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling