+152.3%
ACN vs VCIT
+31.0%
+121.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | -3.8% | -1.4% | -2.4% | -2.7% |
| 30D | +16.5% | +0.6% | +16.0% | +16.1% |
| 3M | +41.5% | -2.2% | +43.7% | +44.2% |
| 6M | +60.1% | -2.3% | +62.4% | +63.2% |
| YTD | -3.9% | -2.2% | -1.8% | -2.2% |
| 1Y | +4.1% | -1.4% | +5.5% | +5.3% |
| 3Y | -15.9% | +18.7% | -34.6% | -27.1% |
| 5Y | -26.3% | +3.6% | -29.9% | -30.7% |
| All | +152.3% | +31.0% | +121.3% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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