+8.1%
ACGLO price history and return analytics
+76.6%
-68.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | 0.0% | +1.0% | -1.0% | -0.3% |
| 30D | -2.3% | -0.2% | -2.0% | -2.2% |
| 3M | -0.8% | +4.5% | -5.4% | -2.2% |
| 6M | -4.6% | +14.1% | -18.6% | -8.4% |
| YTD | -3.5% | +14.8% | -18.2% | -7.5% |
| 1Y | -7.9% | +21.2% | -29.1% | -13.3% |
| 3Y | +8.1% | +76.6% | -68.4% | -16.3% |
| All | +8.1% | +76.6% | -68.5% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling