+11.9%
ACN vs ITOT
+14.7%
-2.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.3% | +3.7% |
| 7D | +8.6% | -0.7% | +9.2% | +8.6% |
| 30D | +36.6% | -1.1% | +37.7% | +36.6% |
| 3M | +56.3% | -0.8% | +57.1% | +56.2% |
| 6M | +49.7% | +7.0% | +42.7% | +45.9% |
| YTD | +1.3% | +13.3% | -12.0% | -2.5% |
| 1Y | +11.9% | +14.8% | -2.9% | +7.1% |
| All | +11.9% | +14.7% | -2.8% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling