+77.7%
VUG vs ACI
-35.7%
+113.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +0.8% |
| 7D | -3.4% | -2.2% | -1.2% | -3.4% |
| 30D | -11.1% | +10.3% | -21.4% | -10.8% |
| 3M | -7.2% | +7.2% | -14.4% | -7.0% |
| 6M | -4.1% | -18.0% | +13.9% | -4.5% |
| YTD | +1.4% | -22.0% | +23.4% | +0.8% |
| 1Y | +1.9% | -23.4% | +25.3% | +1.3% |
| 3Y | +77.7% | -35.8% | +113.6% | +77.9% |
| All | +77.7% | -35.7% | +113.4% | +77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling