+258.9%
ACU price history and return analytics
+222.7%
+36.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +9.3% | -0.7% | +10.0% | +9.6% |
| 3M | +40.9% | +4.0% | +36.9% | +38.1% |
| 6M | +42.7% | +12.3% | +30.4% | +35.1% |
| YTD | +55.1% | +14.0% | +41.1% | +45.8% |
| 1Y | +47.0% | +20.3% | +26.7% | +34.9% |
| 3Y | +152.4% | +75.4% | +77.0% | +100.4% |
| 5Y | +67.2% | +66.0% | +1.2% | +34.6% |
| 10Y | +258.9% | +228.2% | +30.7% | +133.5% |
| All | +258.9% | +222.7% | +36.2% | +133.5% |
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