-63.1%
ACIU price history and return analytics
+57.0%
-120.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.1% |
| 7D | -4.5% | +2.4% | -6.8% | -7.2% |
| 30D | -11.2% | -1.5% | -9.7% | -8.9% |
| 3M | -17.1% | -4.1% | -13.0% | -12.0% |
| 6M | -25.0% | +0.6% | -25.6% | -25.3% |
| YTD | -32.2% | +11.0% | -43.2% | -40.7% |
| 1Y | -34.1% | +13.3% | -47.4% | -43.6% |
| 3Y | -26.6% | +73.4% | -99.9% | -64.1% |
| All | -63.1% | +57.0% | -120.2% | -78.4% |
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