+61.5%
ACFN price history and return analytics
+58.5%
+3.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | 0.0% |
| 7D | +5.0% | +2.9% | +2.1% | +3.7% |
| 30D | -16.0% | -2.5% | -13.5% | -15.0% |
| 3M | -17.0% | -3.3% | -13.7% | -15.8% |
| 6M | -9.1% | +1.5% | -10.6% | -9.8% |
| YTD | +1.0% | +11.4% | -10.4% | -3.2% |
| 1Y | +5.1% | +11.9% | -6.8% | +0.6% |
| 3Y | +127.6% | +73.9% | +53.7% | +97.0% |
| 5Y | +61.5% | +57.9% | +3.7% | +36.7% |
| All | +61.5% | +58.5% | +3.0% | +36.7% |
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