+184.2%
ACT price history and return analytics
+58.7%
+125.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | -1.6% | -2.3% | +0.7% | -0.3% |
| 30D | +1.3% | -5.0% | +6.3% | +4.4% |
| 3M | -4.1% | -4.9% | +0.7% | -1.4% |
| 6M | +9.0% | -1.5% | +10.5% | +9.2% |
| YTD | +19.0% | +8.5% | +10.5% | +11.3% |
| 1Y | +29.1% | +11.4% | +17.7% | +18.4% |
| 3Y | +82.1% | +70.1% | +12.0% | +19.9% |
| 5Y | +150.7% | +53.7% | +96.9% | +79.9% |
| All | +184.2% | +58.7% | +125.5% | +97.4% |
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 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