-2.9%
ACGLO price history and return analytics
+66.2%
-69.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | 0.0% | +1.0% | -1.0% | -0.4% |
| 30D | -2.3% | -0.2% | -2.0% | -2.2% |
| 3M | -0.8% | +4.5% | -5.4% | -2.5% |
| 6M | -4.6% | +14.1% | -18.6% | -9.2% |
| YTD | -3.5% | +14.8% | -18.2% | -8.4% |
| 1Y | -7.9% | +21.2% | -29.1% | -14.4% |
| 3Y | +8.1% | +76.6% | -68.4% | -14.4% |
| 5Y | -2.9% | +66.6% | -69.5% | -24.6% |
| All | -2.9% | +66.2% | -69.1% | -24.6% |
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