-17.3%
AACG price history and return analytics
+371.8%
-389.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.2% | +6.9% |
| 7D | +4.4% | +1.0% | +3.4% | +4.0% |
| 30D | +10.5% | -0.2% | +10.7% | +10.6% |
| 3M | -10.4% | +4.5% | -14.9% | -11.9% |
| 6M | -2.1% | +14.1% | -16.1% | -7.0% |
| YTD | +20.3% | +14.8% | +5.5% | +14.0% |
| 1Y | -53.9% | +21.2% | -75.1% | -57.1% |
| 3Y | -19.5% | +76.6% | -96.1% | -34.9% |
| 5Y | -64.9% | +66.6% | -131.5% | -71.1% |
| 10Y | +117.2% | +222.3% | -105.1% | +54.7% |
| All | -17.3% | +371.8% | -389.1% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling