+50.9%
ACLS price history and return analytics
+59.7%
-8.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.1% | -9.1% |
| 7D | -19.0% | -0.3% | -18.7% | -18.4% |
| 30D | -35.3% | -1.4% | -33.8% | -32.8% |
| 3M | -34.0% | -1.4% | -32.7% | -31.4% |
| 6M | -35.1% | +5.5% | -40.5% | -39.6% |
| YTD | +14.7% | +12.8% | +1.9% | -7.4% |
| 1Y | +14.4% | +15.4% | -1.0% | -11.5% |
| 3Y | -29.7% | +76.9% | -106.6% | -76.9% |
| All | +50.9% | +59.7% | -8.8% | -29.1% |
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