+93.1%
ACN vs VGT
+820.0%
-727.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +2.6% |
| 7D | -1.5% | -0.2% | -1.3% | -1.4% |
| 30D | +2.1% | -0.4% | +2.5% | +2.2% |
| 3M | +11.1% | +4.4% | +6.7% | +5.7% |
| 6M | -6.8% | +32.1% | -38.9% | -25.6% |
| YTD | -30.0% | +28.8% | -58.8% | -43.2% |
| 1Y | -23.1% | +35.3% | -58.5% | -40.2% |
| 3Y | -40.4% | +124.8% | -165.2% | -69.7% |
| 5Y | -41.6% | +137.9% | -179.5% | -72.0% |
| All | +93.1% | +820.0% | -727.0% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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