+528.0%
ACN vs VCLT
+103.4%
+424.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -1.5% | -0.5% | -1.0% | -1.4% |
| 30D | +9.4% | -0.9% | +10.2% | +9.5% |
| 3M | +5.6% | -3.2% | +8.9% | +6.2% |
| 6M | -9.3% | -3.8% | -5.4% | -8.7% |
| YTD | -29.0% | -2.0% | -27.0% | -28.7% |
| 1Y | -24.7% | -0.8% | -23.9% | -24.6% |
| 3Y | -39.8% | +12.3% | -52.1% | -41.0% |
| 5Y | -40.9% | -15.4% | -25.5% | -41.8% |
| 10Y | +91.1% | +15.7% | +75.4% | +100.4% |
| All | +528.0% | +103.4% | +424.6% | +753.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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