+528.0%
ACN vs VCIT
+98.3%
+429.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | +9.4% | -0.8% | +10.1% | +9.8% |
| 3M | +5.6% | -1.0% | +6.7% | +6.1% |
| 6M | -9.3% | -1.8% | -7.4% | -8.5% |
| YTD | -29.0% | -0.7% | -28.3% | -28.8% |
| 1Y | -24.7% | +1.0% | -25.6% | -25.0% |
| 3Y | -39.8% | +18.8% | -58.7% | -44.2% |
| 5Y | -40.9% | +3.5% | -44.4% | -44.5% |
| 10Y | +91.1% | +29.2% | +61.9% | +89.9% |
| All | +528.0% | +98.3% | +429.7% | +672.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling