+98.2%
ACFN vs VT
+66.2%
+32.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | -3.5% | +0.4% | -4.0% | -3.7% |
| 30D | -0.6% | +1.0% | -1.6% | -1.1% |
| 3M | +14.0% | +2.4% | +11.6% | +12.6% |
| 6M | -12.4% | +12.0% | -24.4% | -16.4% |
| YTD | +26.0% | +15.3% | +10.7% | +19.2% |
| 1Y | -32.1% | +22.6% | -54.7% | -36.6% |
| 3Y | +213.0% | +74.7% | +138.3% | +169.2% |
| All | +98.2% | +66.2% | +32.0% | +64.9% |
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 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