+77.7%
VTV vs ACI
-42.9%
+120.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +2.9% | +2.3% | +0.6% | +2.7% |
| 30D | +3.8% | +1.2% | +2.5% | +3.6% |
| 3M | +1.6% | +6.8% | -5.2% | +0.7% |
| 6M | +11.2% | -18.7% | +29.9% | +13.4% |
| YTD | +22.0% | -20.2% | +42.2% | +24.3% |
| 1Y | +24.9% | -23.7% | +48.6% | +28.1% |
| 3Y | +78.5% | -31.6% | +110.1% | +84.9% |
| All | +77.7% | -42.9% | +120.6% | +84.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling