+507.8%
ACRS price history and return analytics
+74.0%
+433.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.7% |
| 7D | +0.5% | +2.4% | -1.8% | -1.6% |
| 30D | +16.0% | -1.5% | +17.5% | +17.9% |
| 3M | -33.1% | -4.1% | -29.0% | -30.2% |
| 6M | -23.0% | +0.6% | -23.5% | -23.1% |
| YTD | +30.2% | +11.0% | +19.2% | +16.6% |
| 1Y | +69.0% | +13.3% | +55.6% | +47.8% |
| 3Y | +507.8% | +73.4% | +434.4% | +295.4% |
| All | +507.8% | +74.0% | +433.7% | +295.4% |
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