+93.6%
ACT price history and return analytics
+75.0%
+18.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | +3.5% | +1.0% | +2.5% | +3.1% |
| 3M | +20.9% | +2.4% | +18.5% | +19.5% |
| 6M | +17.6% | +12.0% | +5.6% | +11.0% |
| YTD | +26.2% | +15.3% | +10.9% | +17.1% |
| 1Y | +31.0% | +22.6% | +8.4% | +16.9% |
| All | +93.6% | +75.0% | +18.7% | +33.9% |
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 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