-25.8%
ACN vs ROIV
+380.3%
-406.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.3% |
| 7D | -3.8% | +1.7% | -5.5% | -4.0% |
| 30D | +16.5% | +17.6% | -1.1% | +15.4% |
| 3M | +41.5% | +9.0% | +32.5% | +40.3% |
| 6M | +60.1% | +35.3% | +24.8% | +55.9% |
| YTD | -3.9% | +82.2% | -86.1% | -8.8% |
| 1Y | +4.1% | +92.3% | -88.2% | -1.6% |
| 3Y | -15.9% | +336.8% | -352.7% | -25.6% |
| All | -25.8% | +380.3% | -406.1% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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