-40.6%
ACN vs VCIT
+4.1%
-44.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | -0.3% | -1.2% | -1.2% |
| 30D | +9.4% | -0.8% | +10.1% | +10.2% |
| 3M | +5.6% | -1.0% | +6.7% | +6.6% |
| 6M | -9.3% | -1.8% | -7.4% | -7.6% |
| YTD | -29.0% | -0.7% | -28.3% | -28.5% |
| 1Y | -24.7% | +1.0% | -25.6% | -25.5% |
| 3Y | -39.8% | +18.8% | -58.7% | -50.1% |
| All | -40.6% | +4.1% | -44.7% | -42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling