+106.7%
AACG price history and return analytics
+229.8%
-123.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -5.0% |
| 7D | -1.1% | -1.1% | 0.0% | -0.4% |
| 30D | -3.3% | -1.0% | -2.3% | -2.6% |
| 3M | -7.4% | +3.2% | -10.5% | -9.4% |
| 6M | -9.3% | +12.5% | -21.8% | -17.4% |
| YTD | +11.4% | +14.1% | -2.7% | +0.4% |
| 1Y | -58.5% | +18.9% | -77.4% | -63.7% |
| 3Y | -21.4% | +74.1% | -95.5% | -49.3% |
| 5Y | -69.1% | +66.9% | -136.0% | -79.3% |
| All | +106.7% | +229.8% | -123.1% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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