-26.1%
ACTG price history and return analytics
+215.5%
-241.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -1.8% | -2.3% | +0.5% | -0.1% |
| 30D | -2.5% | -5.0% | +2.4% | +1.3% |
| 3M | -9.0% | -4.9% | -4.1% | -5.6% |
| 6M | -16.2% | -1.5% | -14.6% | -15.6% |
| YTD | +13.6% | +8.5% | +5.2% | +5.8% |
| 1Y | +18.7% | +11.4% | +7.3% | +8.2% |
| 3Y | +13.6% | +70.1% | -56.4% | -24.9% |
| 5Y | -22.9% | +53.7% | -76.6% | -45.1% |
| All | -26.1% | +215.5% | -241.6% | -74.6% |
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