+19.3%
ACI price history and return analytics
+141.3%
-122.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -2.2% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | -2.3% | -0.7% | -1.6% | -2.1% |
| 3M | -23.2% | +4.0% | -27.2% | -24.0% |
| 6M | -29.5% | +12.3% | -41.8% | -32.0% |
| YTD | -28.6% | +14.0% | -42.6% | -31.6% |
| 1Y | -34.0% | +20.3% | -54.3% | -38.0% |
| 3Y | -45.0% | +75.4% | -120.4% | -55.5% |
| 5Y | -44.0% | +66.0% | -110.0% | -55.3% |
| All | +19.3% | +141.3% | -122.0% | -17.6% |
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 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