+300.8%
ACV price history and return analytics
+223.7%
+77.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.1% |
| 7D | -0.7% | +0.4% | -1.0% | -1.2% |
| 30D | -5.3% | -2.6% | -2.7% | -2.8% |
| 3M | -12.1% | -3.2% | -8.9% | -9.2% |
| 6M | -11.3% | +0.9% | -12.3% | -12.3% |
| YTD | -4.9% | +11.3% | -16.2% | -15.2% |
| 1Y | +0.5% | +14.0% | -13.5% | -12.6% |
| 3Y | +65.1% | +75.8% | -10.7% | -10.7% |
| 5Y | +23.3% | +57.8% | -34.6% | -24.8% |
| 10Y | +300.8% | +219.8% | +81.0% | +20.9% |
| All | +300.8% | +223.7% | +77.1% | +20.9% |
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