-27.5%
ACN vs VFC
-13.3%
-14.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.3% | -3.9% |
| 7D | -4.8% | +0.8% | -5.7% | -4.9% |
| 30D | +1.9% | -11.9% | +13.8% | +3.7% |
| 3M | +3.9% | -20.2% | +24.0% | +6.0% |
| 6M | -15.0% | -23.0% | +8.0% | -12.8% |
| YTD | -31.9% | -26.2% | -5.7% | -29.1% |
| All | -27.5% | -13.3% | -14.2% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling