+156.3%
ACN vs VCIT
+30.2%
+126.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -2.5% | +0.7% | -3.2% | -3.1% |
| 30D | +22.6% | +1.8% | +20.9% | +20.9% |
| 3M | +45.9% | -1.1% | +47.0% | +47.4% |
| 6M | +43.8% | -1.7% | +45.5% | +45.8% |
| YTD | -2.5% | -1.1% | -1.3% | -1.5% |
| 1Y | +6.5% | -0.4% | +6.9% | +6.8% |
| 3Y | -14.2% | +20.5% | -34.6% | -26.6% |
| 5Y | -24.4% | +3.8% | -28.2% | -29.2% |
| 10Y | +156.3% | +31.2% | +125.1% | +160.2% |
| All | +156.3% | +30.2% | +126.1% | +160.2% |
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