+249.8%
ACWV price history and return analytics
+401.1%
-151.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +2.2% | +2.4% | -0.1% | +0.7% |
| 30D | +4.1% | -1.5% | +5.6% | +5.0% |
| 3M | +3.4% | -4.1% | +7.5% | +5.9% |
| 6M | +9.5% | +0.6% | +8.9% | +8.7% |
| YTD | +11.3% | +11.0% | +0.3% | +3.7% |
| 1Y | +11.2% | +13.3% | -2.1% | +2.2% |
| 3Y | +45.6% | +73.4% | -27.7% | +1.1% |
| 5Y | +36.2% | +57.4% | -21.2% | -0.3% |
| 10Y | +125.7% | +221.7% | -96.0% | +2.3% |
| All | +249.8% | +401.1% | -151.3% | +27.4% |
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