+93.1%
ACN vs ITOT
+303.4%
-210.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.5% | +2.5% |
| 7D | -1.5% | -0.9% | -0.6% | -0.6% |
| 30D | +2.1% | -1.5% | +3.5% | +3.6% |
| 3M | +11.1% | +3.6% | +7.5% | +6.7% |
| 6M | -6.8% | +13.7% | -20.5% | -19.1% |
| YTD | -30.0% | +12.9% | -43.0% | -38.7% |
| 1Y | -23.1% | +17.2% | -40.3% | -35.3% |
| 3Y | -40.4% | +75.6% | -116.0% | -67.6% |
| 5Y | -41.6% | +75.5% | -117.1% | -68.0% |
| All | +93.1% | +303.4% | -210.4% | -51.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling