-46.9%
ACN vs VG
-39.3%
-7.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.3% |
| 7D | -1.5% | +1.7% | -3.2% | -1.6% |
| 30D | +9.4% | +16.0% | -6.6% | +8.8% |
| 3M | +5.6% | +9.7% | -4.1% | +5.0% |
| 6M | -9.3% | +29.6% | -38.8% | -11.2% |
| YTD | -29.0% | +112.0% | -141.0% | -32.6% |
| 1Y | -24.7% | +12.8% | -37.5% | -26.4% |
| All | -46.9% | -39.3% | -7.6% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling