+16.3%
ACES price history and return analytics
+149.4%
-133.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | -1.5% | -3.1% | +1.6% | +2.8% |
| 3M | -15.3% | -3.5% | -11.8% | -11.0% |
| 6M | -26.7% | +0.5% | -27.2% | -26.5% |
| YTD | -16.2% | +10.8% | -27.0% | -26.3% |
| 1Y | -23.9% | +11.9% | -35.8% | -33.8% |
| 3Y | -2.2% | +73.0% | -75.1% | -51.7% |
| 5Y | -63.4% | +58.6% | -122.0% | -79.2% |
| All | +16.3% | +149.4% | -133.0% | -60.0% |
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