-41.0%
ACR price history and return analytics
+57.0%
-98.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.3% | -8.5% | -8.6% |
| 7D | -26.6% | +2.4% | -28.9% | -27.5% |
| 30D | -11.4% | -1.5% | -9.9% | -10.7% |
| 3M | -37.3% | -4.1% | -33.2% | -35.9% |
| 6M | -57.5% | +0.6% | -58.0% | -57.8% |
| YTD | -58.5% | +11.0% | -69.6% | -61.2% |
| 1Y | -58.8% | +13.3% | -72.1% | -61.9% |
| 3Y | +17.2% | +73.4% | -56.2% | -16.4% |
| All | -41.0% | +57.0% | -98.0% | -57.8% |
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