+47.6%
ACIO price history and return analytics
+53.4%
-5.8%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -1.5% | -2.3% | +0.8% | -0.1% |
| 30D | -4.4% | -5.0% | +0.6% | -1.3% |
| 3M | -3.5% | -4.9% | +1.4% | -0.5% |
| 6M | -0.5% | -1.5% | +1.1% | +0.4% |
| YTD | +4.7% | +8.5% | -3.8% | -0.6% |
| 1Y | +5.4% | +11.4% | -6.0% | -1.6% |
| 3Y | +48.9% | +70.1% | -21.2% | +7.3% |
| All | +47.6% | +53.4% | -5.8% | +13.3% |
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