+2.2%
ACM price history and return analytics
+57.0%
-54.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.8% |
| 7D | +5.6% | +2.4% | +3.3% | +3.4% |
| 30D | +20.8% | -1.5% | +22.3% | +22.4% |
| 3M | +11.4% | -4.1% | +15.5% | +15.9% |
| 6M | +0.9% | +0.6% | +0.4% | 0.0% |
| YTD | -24.8% | +11.0% | -35.9% | -32.3% |
| 1Y | -46.4% | +13.3% | -59.8% | -52.7% |
| 3Y | -9.2% | +73.4% | -82.6% | -47.3% |
| All | +2.2% | +57.0% | -54.8% | -32.3% |
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