+609.3%
ACU price history and return analytics
+346.0%
+263.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +1.7% | -2.3% | +4.0% | +2.3% |
| 30D | +10.3% | -5.0% | +15.3% | +11.8% |
| 3M | +21.7% | -4.9% | +26.6% | +23.3% |
| 6M | +62.5% | -1.5% | +64.0% | +62.8% |
| YTD | +71.5% | +8.5% | +63.0% | +67.4% |
| 1Y | +85.1% | +11.4% | +73.7% | +79.4% |
| 3Y | +114.3% | +70.1% | +44.2% | +87.6% |
| 5Y | +107.4% | +53.7% | +53.6% | +84.8% |
| 10Y | +283.2% | +220.0% | +63.3% | +193.6% |
| All | +609.3% | +346.0% | +263.3% | +380.4% |
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