+849.7%
ACN vs VNQ
+387.0%
+462.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.4% |
| 7D | -6.3% | -0.9% | -5.5% | -5.9% |
| 30D | -1.4% | -2.2% | +0.9% | -0.4% |
| 3M | +2.6% | -1.9% | +4.5% | +3.7% |
| 6M | -14.3% | +3.2% | -17.5% | -15.5% |
| YTD | -33.1% | +9.4% | -42.5% | -35.7% |
| 1Y | -28.8% | +7.5% | -36.3% | -31.0% |
| 3Y | -43.0% | +31.1% | -74.0% | -49.6% |
| 5Y | -44.0% | +6.6% | -50.6% | -45.7% |
| 10Y | +88.5% | +63.9% | +24.6% | +53.8% |
| All | +849.7% | +387.0% | +462.7% | +386.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling