+167.7%
VTV vs ACI
+21.8%
+145.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.5% | -0.5% |
| 7D | +0.3% | -2.6% | +2.9% | +0.5% |
| 30D | +0.1% | +1.1% | -0.9% | 0.0% |
| 3M | +6.2% | -23.6% | +29.9% | +8.4% |
| 6M | +13.5% | -29.9% | +43.4% | +16.7% |
| YTD | +18.9% | -26.9% | +45.7% | +21.5% |
| 1Y | +25.8% | -34.2% | +60.0% | +29.9% |
| 3Y | +68.7% | -43.6% | +112.4% | +76.4% |
| 5Y | +80.3% | -42.4% | +122.7% | +86.1% |
| All | +167.7% | +21.8% | +145.9% | +169.5% |
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