-63.0%
ACES price history and return analytics
+57.4%
-120.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -2.7% |
| 7D | +4.2% | +0.4% | +3.8% | +3.4% |
| 30D | +1.3% | -2.6% | +3.9% | +5.4% |
| 3M | -14.0% | -3.2% | -10.8% | -9.5% |
| 6M | -24.6% | +0.9% | -25.6% | -25.1% |
| YTD | -13.9% | +11.3% | -25.2% | -26.2% |
| 1Y | -19.8% | +14.0% | -33.8% | -33.6% |
| 3Y | -1.8% | +75.8% | -77.6% | -57.9% |
| 5Y | -63.0% | +57.8% | -120.9% | -80.4% |
| All | -63.0% | +57.4% | -120.4% | -80.4% |
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