-76.3%
ACRS price history and return analytics
+226.9%
-303.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | 0.0% |
| 7D | -7.5% | -2.0% | -5.5% | -5.3% |
| 30D | -7.0% | -1.4% | -5.6% | -5.6% |
| 3M | +34.3% | +4.7% | +29.5% | +27.7% |
| 6M | +50.0% | +11.4% | +38.6% | +34.1% |
| YTD | +82.9% | +13.1% | +69.8% | +59.1% |
| 1Y | +169.9% | +19.0% | +150.8% | +121.9% |
| 3Y | -29.3% | +73.9% | -103.3% | -61.6% |
| 5Y | -68.8% | +65.4% | -134.2% | -81.9% |
| All | -76.3% | +226.9% | -303.2% | -92.2% |
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