-5.2%
ACGLO price history and return analytics
+53.4%
-58.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.7% |
| 7D | +1.8% | -2.3% | +4.1% | +2.7% |
| 30D | 0.0% | -5.0% | +5.0% | +1.9% |
| 3M | -4.4% | -4.9% | +0.4% | -2.7% |
| 6M | -7.3% | -1.5% | -5.8% | -6.9% |
| YTD | -5.6% | +8.5% | -14.1% | -8.7% |
| 1Y | -8.4% | +11.4% | -19.8% | -12.2% |
| 3Y | +1.9% | +70.1% | -68.1% | -18.7% |
| All | -5.2% | +53.4% | -58.6% | -25.0% |
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