+100.3%
ACIO price history and return analytics
+145.2%
-44.9%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | -0.4% | +1.0% | -1.4% | -0.9% |
| 3M | +0.4% | +2.4% | -2.0% | -0.7% |
| 6M | +8.3% | +12.0% | -3.7% | +2.8% |
| YTD | +8.0% | +15.3% | -7.4% | +1.1% |
| 1Y | +11.0% | +22.6% | -11.6% | +1.1% |
| 3Y | +51.2% | +74.7% | -23.5% | +18.3% |
| 5Y | +56.9% | +66.1% | -9.3% | +23.4% |
| All | +100.3% | +145.2% | -44.9% | +44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling