+814.7%
ACN vs VIG
+623.5%
+191.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -2.8% |
| 7D | -1.5% | -0.4% | -1.1% | -1.0% |
| 30D | +9.4% | -1.0% | +10.3% | +10.6% |
| 3M | +5.6% | +2.8% | +2.9% | +2.7% |
| 6M | -9.3% | +8.2% | -17.4% | -16.7% |
| YTD | -29.0% | +11.0% | -40.0% | -36.4% |
| 1Y | -24.7% | +16.1% | -40.8% | -35.7% |
| 3Y | -39.8% | +56.2% | -96.0% | -62.4% |
| 5Y | -40.9% | +63.0% | -103.9% | -64.0% |
| 10Y | +91.1% | +241.4% | -150.3% | -42.9% |
| All | +814.7% | +623.5% | +191.2% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 all: compounded portfolio wealth divided by compounded VIG 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…
all analysis · Full analysis span regression · 6 months rolling