+29.6%
ACES price history and return analytics
+156.7%
-127.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.1% |
| 7D | +0.5% | -0.1% | +0.6% | +0.7% |
| 30D | -5.6% | -0.7% | -4.9% | -4.7% |
| 3M | -17.6% | +4.0% | -21.6% | -21.5% |
| 6M | -7.1% | +12.3% | -19.4% | -20.0% |
| YTD | -6.7% | +14.0% | -20.7% | -21.1% |
| 1Y | +6.1% | +20.3% | -14.2% | -16.0% |
| 3Y | -22.5% | +75.4% | -98.0% | -62.4% |
| 5Y | -54.5% | +66.0% | -120.5% | -75.7% |
| All | +29.6% | +156.7% | -127.1% | -57.2% |
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