+86.8%
ACN vs VEU
+152.3%
-65.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +2.3% |
| 7D | -7.9% | -1.9% | -6.0% | -6.4% |
| 30D | -1.1% | -0.7% | -0.3% | -0.5% |
| 3M | +5.6% | +4.9% | +0.7% | -0.1% |
| 6M | -9.9% | +9.8% | -19.8% | -19.3% |
| YTD | -32.3% | +15.3% | -47.6% | -42.4% |
| 1Y | -25.3% | +23.0% | -48.3% | -40.4% |
| 3Y | -42.3% | +73.5% | -115.8% | -67.5% |
| 5Y | -43.5% | +54.5% | -98.0% | -64.2% |
| All | +86.8% | +152.3% | -65.6% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling