-23.1%
ACN vs VNQ
+7.2%
-30.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.6% | +2.8% |
| 7D | -1.5% | -1.3% | -0.2% | -0.6% |
| 30D | +2.1% | -2.6% | +4.7% | +4.0% |
| 3M | +11.1% | -2.0% | +13.1% | +13.4% |
| 6M | -6.8% | +4.3% | -11.2% | -8.3% |
| YTD | -30.0% | +9.2% | -39.3% | -33.0% |
| 1Y | -23.1% | +5.6% | -28.7% | -27.0% |
| All | -23.1% | +7.2% | -30.4% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling