-25.3%
ACN vs VG
-51.4%
+26.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | +0.9% | -22.0% | +22.9% | +1.4% |
| 30D | +33.5% | -11.6% | +45.2% | +33.8% |
| 3M | +53.5% | -14.9% | +68.3% | +53.7% |
| 6M | +52.2% | -3.5% | +55.8% | +51.2% |
| YTD | -0.1% | +70.0% | -70.1% | -4.9% |
| 1Y | +11.0% | +50.0% | -38.9% | +6.3% |
| All | -25.3% | -51.4% | +26.1% | -29.5% |
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