+795.9%
ACN vs VCIT
+96.2%
+699.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.5% |
| 7D | +8.6% | +0.4% | +8.1% | +8.4% |
| 30D | +36.6% | +2.2% | +34.4% | +35.3% |
| 3M | +56.3% | -1.8% | +58.1% | +57.7% |
| 6M | +49.7% | -1.6% | +51.3% | +50.8% |
| YTD | +1.3% | -1.7% | +3.1% | +2.1% |
| 1Y | +11.9% | -0.8% | +12.8% | +12.4% |
| 3Y | -10.6% | +19.3% | -29.9% | -17.2% |
| 5Y | -21.3% | +3.5% | -24.9% | -25.8% |
| 10Y | +166.2% | +28.6% | +137.6% | +166.7% |
| All | +795.9% | +96.2% | +699.7% | +1,008.2% |
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 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