+33.3%
ACI price history and return analytics
+134.9%
-101.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +2.3% | +2.4% | -0.1% | +1.6% |
| 30D | +1.2% | -1.5% | +2.7% | +1.6% |
| 3M | +6.8% | -4.1% | +10.9% | +7.9% |
| 6M | -18.7% | +0.6% | -19.3% | -19.0% |
| YTD | -20.2% | +11.0% | -31.3% | -23.1% |
| 1Y | -23.7% | +13.3% | -37.1% | -27.0% |
| 3Y | -31.6% | +73.4% | -105.0% | -44.6% |
| 5Y | -42.8% | +57.4% | -100.2% | -53.6% |
| All | +33.3% | +134.9% | -101.7% | -7.3% |
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 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