-25.8%
ACN vs VICR
-1.1%
-24.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.3% |
| 7D | -3.8% | +8.3% | -12.1% | -4.1% |
| 30D | +16.5% | -35.2% | +51.7% | +17.8% |
| 3M | +41.5% | -29.8% | +71.3% | +42.0% |
| 6M | +60.1% | -48.6% | +108.6% | +61.3% |
| YTD | -3.9% | +45.1% | -49.1% | -14.3% |
| 1Y | +4.1% | +79.6% | -75.5% | -9.4% |
| 3Y | -15.9% | +335.4% | -351.3% | -37.7% |
| All | -25.8% | -1.1% | -24.7% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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