+51.2%
ACOG price history and return analytics
+34.1%
+17.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -2.5% |
| 7D | +1.1% | -0.7% | +1.8% | +1.9% |
| 30D | -2.5% | -1.7% | -0.7% | -0.4% |
| 3M | -3.0% | -2.3% | -0.7% | -0.3% |
| 6M | +44.9% | +1.5% | +43.4% | +42.3% |
| YTD | +32.6% | +12.0% | +20.6% | +16.8% |
| 1Y | +40.8% | +12.9% | +28.0% | +23.2% |
| All | +51.2% | +34.1% | +17.1% | +5.2% |
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