+723.6%
ACLS price history and return analytics
+215.5%
+508.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.2% | +10.0% | +9.8% |
| 7D | -0.8% | -2.3% | +1.5% | +3.2% |
| 30D | -28.3% | -5.0% | -23.3% | -20.7% |
| 3M | -27.4% | -4.9% | -22.5% | -19.6% |
| 6M | -42.0% | -1.5% | -40.4% | -38.3% |
| YTD | +23.5% | +8.5% | +15.0% | +10.2% |
| 1Y | +20.8% | +11.4% | +9.4% | +3.0% |
| 3Y | -23.2% | +70.1% | -93.3% | -68.5% |
| 5Y | +62.5% | +53.7% | +8.8% | -13.2% |
| All | +723.6% | +215.5% | +508.0% | +46.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling