+60.5%
ACLS price history and return analytics
+53.4%
+7.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.2% | +10.0% | +9.8% |
| 7D | -0.8% | -2.3% | +1.5% | +3.7% |
| 30D | -28.3% | -5.0% | -23.3% | -19.7% |
| 3M | -27.4% | -4.9% | -22.5% | -18.6% |
| 6M | -42.0% | -1.5% | -40.4% | -38.0% |
| YTD | +23.5% | +8.5% | +15.0% | +8.4% |
| 1Y | +20.8% | +11.4% | +9.4% | +0.6% |
| 3Y | -23.2% | +70.1% | -93.3% | -72.6% |
| All | +60.5% | +53.4% | +7.0% | -16.1% |
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