+248.7%
ACWV price history and return analytics
+405.7%
-157.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.2% |
| 7D | -0.6% | -0.7% | +0.1% | -0.2% |
| 30D | +3.9% | -1.7% | +5.7% | +5.0% |
| 3M | +3.4% | -2.3% | +5.7% | +4.8% |
| 6M | +9.3% | +1.5% | +7.8% | +7.9% |
| YTD | +11.0% | +12.0% | -1.1% | +2.8% |
| 1Y | +10.8% | +12.9% | -2.1% | +2.1% |
| 3Y | +45.5% | +74.9% | -29.4% | +0.4% |
| 5Y | +36.6% | +59.9% | -23.4% | -1.0% |
| 10Y | +124.9% | +224.6% | -99.7% | +1.4% |
| All | +248.7% | +405.7% | -157.0% | +26.3% |
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