+169.4%
VTI vs ACI
+21.2%
+148.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.6% |
| 7D | -0.9% | -3.7% | +2.8% | -0.6% |
| 30D | -1.4% | +0.6% | -2.0% | -1.5% |
| 3M | +3.6% | -20.3% | +23.9% | +5.0% |
| 6M | +13.6% | -24.7% | +38.3% | +15.5% |
| YTD | +12.9% | -27.2% | +40.1% | +15.0% |
| 1Y | +17.2% | -32.7% | +49.9% | +20.2% |
| 3Y | +75.7% | -43.9% | +119.6% | +82.6% |
| 5Y | +75.4% | -38.9% | +114.3% | +79.5% |
| All | +169.4% | +21.2% | +148.2% | +160.2% |
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 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