-64.4%
ACRS price history and return analytics
+240.1%
-304.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.7% |
| 7D | +0.5% | +2.4% | -1.8% | -1.7% |
| 30D | +16.0% | -1.5% | +17.5% | +18.1% |
| 3M | -33.1% | -4.1% | -29.0% | -30.0% |
| 6M | -23.0% | +0.6% | -23.5% | -23.1% |
| YTD | +30.2% | +11.0% | +19.2% | +16.0% |
| 1Y | +69.0% | +13.3% | +55.6% | +47.5% |
| 3Y | +507.8% | +73.4% | +434.4% | +236.0% |
| 5Y | -73.7% | +57.4% | -131.1% | -83.7% |
| 10Y | -82.7% | +221.7% | -304.4% | -94.1% |
| All | -64.4% | +240.1% | -304.5% | -87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling