+413.7%
ACA price history and return analytics
+166.1%
+247.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +0.1% | +1.0% | -0.9% | -1.1% |
| 30D | +0.6% | -0.2% | +0.8% | +0.8% |
| 3M | +17.9% | +4.5% | +13.4% | +11.2% |
| 6M | +33.1% | +14.1% | +19.1% | +12.9% |
| YTD | +37.2% | +14.8% | +22.4% | +15.4% |
| 1Y | +50.4% | +21.2% | +29.2% | +18.3% |
| 3Y | +96.1% | +76.6% | +19.5% | -0.3% |
| 5Y | +199.8% | +66.6% | +133.2% | +63.2% |
| All | +413.7% | +166.1% | +247.6% | +60.1% |
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