+67.1%
ACFN vs VT
+57.9%
+9.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -4.7% | -1.6% | -3.1% | -4.1% |
| 30D | -14.2% | -2.5% | -11.8% | -13.4% |
| 3M | -12.6% | -1.3% | -11.3% | -12.3% |
| 6M | -15.9% | +3.1% | -19.0% | -17.2% |
| YTD | +8.0% | +10.9% | -2.9% | +3.6% |
| 1Y | -32.5% | +12.1% | -44.6% | -35.4% |
| 3Y | +223.0% | +73.9% | +149.1% | +180.4% |
| All | +67.1% | +57.9% | +9.2% | +36.6% |
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