+34.4%
ACI price history and return analytics
+134.4%
-100.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.3% |
| 7D | -0.6% | -0.1% | -0.5% | -0.5% |
| 30D | +9.5% | -3.1% | +12.6% | +10.4% |
| 3M | +10.1% | -3.5% | +13.6% | +11.1% |
| 6M | -15.4% | +0.5% | -15.8% | -15.7% |
| YTD | -19.5% | +10.8% | -30.3% | -22.3% |
| 1Y | -21.0% | +11.9% | -32.9% | -24.0% |
| 3Y | -31.2% | +73.0% | -104.2% | -44.2% |
| 5Y | -40.6% | +58.6% | -99.2% | -52.0% |
| All | +34.4% | +134.4% | -100.0% | -6.5% |
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