-28.1%
ACTG price history and return analytics
+223.7%
-251.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.3% |
| 7D | +1.4% | +0.4% | +1.1% | +1.1% |
| 30D | -0.9% | -2.6% | +1.7% | +1.0% |
| 3M | -11.2% | -3.2% | -8.0% | -9.1% |
| 6M | -8.2% | +0.9% | -9.1% | -9.3% |
| YTD | +14.4% | +11.3% | +3.1% | +4.4% |
| 1Y | +20.2% | +14.0% | +6.2% | +7.6% |
| 3Y | +18.6% | +75.8% | -57.3% | -23.6% |
| 5Y | -25.0% | +57.8% | -82.9% | -47.7% |
| 10Y | -28.1% | +219.8% | -247.9% | -74.9% |
| All | -28.1% | +223.7% | -251.8% | -74.9% |
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 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