-97.3%
ACB price history and return analytics
+221.8%
-319.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.5% |
| 7D | -5.7% | +2.4% | -8.1% | -9.4% |
| 30D | +18.5% | -1.5% | +20.0% | +20.7% |
| 3M | +30.3% | -4.1% | +34.5% | +38.9% |
| 6M | +47.9% | +0.6% | +47.3% | +44.4% |
| YTD | +17.1% | +11.0% | +6.0% | -1.9% |
| 1Y | +12.5% | +13.3% | -0.8% | -9.3% |
| 3Y | +4.9% | +73.4% | -68.5% | -57.1% |
| 5Y | -94.2% | +57.4% | -151.6% | -97.0% |
| All | -97.3% | +221.8% | -319.1% | -99.2% |
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