+166.9%
VTV vs ACI
+21.2%
+145.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | +0.4% |
| 7D | -1.1% | -3.7% | +2.6% | -0.8% |
| 30D | -1.0% | +0.6% | -1.6% | -1.1% |
| 3M | +4.6% | -20.3% | +25.0% | +6.4% |
| 6M | +13.5% | -24.7% | +38.2% | +15.8% |
| YTD | +18.5% | -27.2% | +45.7% | +21.2% |
| 1Y | +22.9% | -32.7% | +55.6% | +26.6% |
| 3Y | +67.8% | -43.9% | +111.7% | +75.5% |
| 5Y | +81.8% | -38.9% | +120.7% | +87.3% |
| All | +166.9% | +21.2% | +145.7% | +168.8% |
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