-43.5%
ACN vs VGT
+131.4%
-174.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.7% |
| 7D | -7.9% | -1.0% | -6.8% | -7.4% |
| 30D | -1.1% | -0.4% | -0.6% | -0.9% |
| 3M | +5.6% | +6.6% | -1.0% | 0.0% |
| 6M | -9.9% | +31.0% | -41.0% | -25.6% |
| YTD | -32.3% | +27.2% | -59.6% | -43.1% |
| 1Y | -25.3% | +34.5% | -59.8% | -39.8% |
| 3Y | -42.3% | +123.1% | -165.4% | -69.1% |
| 5Y | -43.5% | +135.1% | -178.6% | -72.4% |
| All | -43.5% | +131.4% | -174.9% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling