+325.1%
ACV price history and return analytics
+222.7%
+102.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.5% |
| 7D | +1.5% | -0.1% | +1.6% | +1.6% |
| 30D | -2.9% | -0.7% | -2.3% | -2.3% |
| 3M | -0.9% | +4.0% | -4.9% | -4.9% |
| 6M | +5.9% | +12.3% | -6.4% | -6.3% |
| YTD | +6.1% | +14.0% | -7.9% | -7.6% |
| 1Y | +23.3% | +20.3% | +3.0% | +1.4% |
| 3Y | +87.0% | +75.4% | +11.6% | +1.9% |
| 5Y | +41.0% | +66.0% | -25.0% | -18.3% |
| 10Y | +325.1% | +228.2% | +96.9% | +27.5% |
| All | +325.1% | +222.7% | +102.4% | +27.5% |
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