-94.1%
ACB price history and return analytics
+58.5%
-152.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.1% |
| 7D | -3.9% | +2.9% | -6.7% | -9.0% |
| 30D | +16.3% | -2.5% | +18.8% | +21.1% |
| 3M | +30.6% | -3.3% | +34.0% | +38.2% |
| 6M | +48.5% | +1.5% | +47.0% | +41.3% |
| YTD | +18.2% | +11.4% | +6.9% | -5.0% |
| 1Y | +10.2% | +11.9% | -1.8% | -12.9% |
| 3Y | +6.2% | +73.9% | -67.7% | -65.7% |
| 5Y | -94.1% | +57.9% | -152.0% | -97.5% |
| All | -94.1% | +58.5% | -152.7% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling