-37.6%
ACAD price history and return analytics
+222.7%
-260.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.6% |
| 7D | -14.6% | +2.9% | -17.5% | -17.8% |
| 30D | -2.6% | -2.5% | -0.1% | -1.0% |
| 3M | -38.4% | -3.3% | -35.1% | -37.0% |
| 6M | -16.5% | +1.5% | -18.0% | -19.2% |
| YTD | -32.1% | +11.4% | -43.4% | -40.5% |
| 1Y | -24.8% | +11.9% | -36.7% | -34.5% |
| 3Y | -18.3% | +73.9% | -92.2% | -55.4% |
| 5Y | -12.2% | +57.9% | -70.0% | -46.9% |
| All | -37.6% | +222.7% | -260.3% | -81.7% |
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