+5.6%
ACTG price history and return analytics
+374.2%
-368.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.6% | +0.4% | +1.1% | +1.1% |
| 30D | 0.0% | +1.0% | -1.0% | -0.9% |
| 3M | -3.4% | +2.4% | -5.8% | -5.9% |
| 6M | +8.4% | +12.0% | -3.6% | -3.2% |
| YTD | +21.4% | +15.3% | +6.1% | +5.5% |
| 1Y | +35.9% | +22.6% | +13.3% | +11.6% |
| 3Y | +19.8% | +74.7% | -54.9% | -29.1% |
| 5Y | -31.1% | +66.1% | -97.3% | -57.2% |
| 10Y | -35.1% | +225.0% | -260.1% | -79.5% |
| All | +5.6% | +374.2% | -368.6% | -78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling