+94.1%
ACIO price history and return analytics
+130.1%
-36.0%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | -0.5% |
| 7D | -3.1% | -4.2% | +1.1% | -1.1% |
| 30D | -4.7% | -5.8% | +1.1% | -2.0% |
| 3M | -3.5% | -5.2% | +1.7% | -1.1% |
| 6M | +0.6% | +0.1% | +0.5% | +0.5% |
| YTD | +4.6% | +8.2% | -3.6% | +0.9% |
| 1Y | +4.4% | +10.1% | -5.8% | -0.2% |
| 3Y | +48.7% | +69.7% | -20.9% | +18.3% |
| 5Y | +47.7% | +53.4% | -5.7% | +20.2% |
| All | +94.1% | +130.1% | -36.0% | +44.6% |
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 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