+426.1%
ACA price history and return analytics
+159.5%
+266.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +1.8% |
| 7D | +1.5% | -1.1% | +2.6% | +3.0% |
| 30D | +1.8% | -2.9% | +4.7% | +5.8% |
| 3M | +2.8% | +0.6% | +2.2% | +1.4% |
| 6M | +48.5% | +13.9% | +34.7% | +28.0% |
| YTD | +48.5% | +13.9% | +34.7% | +28.0% |
| 1Y | +61.8% | +14.9% | +46.9% | +37.9% |
| 3Y | +118.7% | +82.3% | +36.4% | +8.6% |
| 5Y | +185.5% | +62.0% | +123.4% | +63.3% |
| All | +426.1% | +159.5% | +266.5% | +71.6% |
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