-42.4%
ACI price history and return analytics
+57.0%
-99.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +2.3% | +2.4% | -0.1% | +1.7% |
| 30D | +1.2% | -1.5% | +2.7% | +1.6% |
| 3M | +6.8% | -4.1% | +10.9% | +7.8% |
| 6M | -18.7% | +0.6% | -19.3% | -19.0% |
| YTD | -20.2% | +11.0% | -31.3% | -22.9% |
| 1Y | -23.7% | +13.3% | -37.1% | -26.8% |
| 3Y | -31.6% | +73.4% | -105.0% | -44.5% |
| All | -42.4% | +57.0% | -99.4% | -56.3% |
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 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