-70.1%
ACDC price history and return analytics
+97.1%
-167.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +6.0% |
| 7D | +8.6% | +1.0% | +7.6% | +7.0% |
| 30D | +25.5% | -0.2% | +25.7% | +26.0% |
| 3M | -25.1% | +4.5% | -29.7% | -30.6% |
| 6M | +0.4% | +14.1% | -13.7% | -20.2% |
| YTD | +39.3% | +14.8% | +24.6% | +9.4% |
| 1Y | +41.1% | +21.2% | +20.0% | +1.0% |
| 3Y | -51.3% | +76.6% | -127.9% | -79.8% |
| All | -70.1% | +97.1% | -167.2% | -89.3% |
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