-63.9%
AACG price history and return analytics
+57.0%
-120.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | +30.0% | +2.4% | +27.6% | +28.4% |
| 30D | +13.0% | -1.5% | +14.5% | +13.2% |
| 3M | -29.7% | -4.1% | -25.6% | -28.6% |
| 6M | -34.5% | +0.6% | -35.0% | -35.2% |
| YTD | -1.3% | +11.0% | -12.3% | -7.7% |
| 1Y | -37.1% | +13.3% | -50.4% | -41.9% |
| 3Y | -10.3% | +73.4% | -83.7% | -34.0% |
| All | -63.9% | +57.0% | -120.9% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling