+163.2%
ACIC price history and return analytics
+57.4%
+105.9%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -1.7% |
| 7D | -8.2% | +0.4% | -8.5% | -8.4% |
| 30D | +2.4% | -2.6% | +4.9% | +3.8% |
| 3M | -4.1% | -3.2% | -0.9% | -2.4% |
| 6M | -4.9% | +0.9% | -5.9% | -6.0% |
| YTD | -15.7% | +11.3% | -27.0% | -22.3% |
| 1Y | -12.3% | +14.0% | -26.3% | -20.5% |
| 3Y | +49.2% | +75.8% | -26.7% | 0.0% |
| 5Y | +163.2% | +57.8% | +105.4% | +110.4% |
| All | +163.2% | +57.4% | +105.9% | +110.4% |
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