+192.4%
ACT price history and return analytics
+58.3%
+134.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +1.5% |
| 7D | -0.6% | -4.2% | +3.6% | +1.9% |
| 30D | +3.1% | -5.8% | +8.9% | +6.8% |
| 3M | +0.4% | -5.2% | +5.6% | +3.5% |
| 6M | +14.1% | +0.1% | +14.0% | +13.1% |
| YTD | +22.4% | +8.2% | +14.2% | +14.6% |
| 1Y | +35.8% | +10.1% | +25.6% | +25.5% |
| 3Y | +85.5% | +69.7% | +15.8% | +22.3% |
| 5Y | +157.9% | +53.4% | +104.5% | +85.4% |
| All | +192.4% | +58.3% | +134.1% | +103.4% |
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