-45.3%
ACVA price history and return analytics
+59.5%
-104.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | -0.3% |
| 7D | +0.6% | -1.9% | +2.5% | -0.1% |
| 30D | +0.8% | -0.1% | +0.9% | +0.7% |
| 3M | -25.0% | +77.1% | -102.1% | +12.4% |
| 6M | -25.0% | +77.1% | -102.1% | +12.4% |
| YTD | -25.0% | +77.1% | -102.1% | +12.4% |
| 1Y | -25.0% | +77.1% | -102.1% | +12.4% |
| 3Y | -27.2% | +76.3% | -103.5% | +10.3% |
| All | -45.3% | +59.5% | -104.7% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling