-17.6%
ACGLN price history and return analytics
+69.9%
-87.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | -0.8% | -0.7% | -0.1% | -0.6% |
| 30D | +0.1% | -1.7% | +1.8% | +0.6% |
| 3M | -5.9% | -2.3% | -3.6% | -5.2% |
| 6M | -9.7% | +1.5% | -11.2% | -10.3% |
| YTD | -5.4% | +12.0% | -17.4% | -9.5% |
| 1Y | -8.3% | +12.9% | -21.1% | -12.5% |
| 3Y | -2.1% | +74.9% | -77.0% | -22.4% |
| 5Y | -21.2% | +59.9% | -81.1% | -37.3% |
| All | -17.6% | +69.9% | -87.5% | -35.1% |
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