-43.5%
ACN vs VEA
+57.9%
-101.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +2.1% |
| 7D | -7.9% | -2.1% | -5.8% | -6.5% |
| 30D | -1.1% | -1.1% | 0.0% | -0.4% |
| 3M | +5.6% | +5.1% | +0.5% | +0.7% |
| 6M | -9.9% | +9.8% | -19.7% | -18.1% |
| YTD | -32.3% | +15.9% | -48.3% | -41.8% |
| 1Y | -25.3% | +24.6% | -49.9% | -40.0% |
| 3Y | -42.3% | +75.5% | -117.8% | -67.3% |
| 5Y | -43.5% | +59.4% | -102.9% | -64.0% |
| All | -43.5% | +57.9% | -101.4% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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