+94.2%
ACU price history and return analytics
+74.0%
+20.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.3% |
| 7D | +0.1% | +2.4% | -2.2% | -1.5% |
| 30D | +11.5% | -1.5% | +13.0% | +12.6% |
| 3M | +12.9% | -4.1% | +17.1% | +16.1% |
| 6M | +69.9% | +0.6% | +69.3% | +67.6% |
| YTD | +72.1% | +11.0% | +61.1% | +55.7% |
| 1Y | +86.8% | +13.3% | +73.4% | +65.8% |
| 3Y | +94.2% | +73.4% | +20.8% | +15.5% |
| All | +94.2% | +74.0% | +20.2% | +15.5% |
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 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