-29.0%
ACRS price history and return analytics
+74.2%
-103.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.6% | -7.6% | -7.5% |
| 7D | -10.0% | -0.1% | -9.9% | -9.9% |
| 30D | -5.8% | -0.7% | -5.1% | -5.1% |
| 3M | +29.3% | +4.0% | +25.3% | +23.9% |
| 6M | +64.0% | +12.3% | +51.7% | +45.4% |
| YTD | +84.7% | +14.0% | +70.7% | +58.6% |
| 1Y | +161.0% | +20.3% | +140.7% | +109.5% |
| All | -29.0% | +74.2% | -103.2% | -68.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling