+88.5%
ACN vs VO
+193.0%
-104.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.0% |
| 7D | -6.3% | -0.6% | -5.7% | -5.8% |
| 30D | -1.4% | -1.9% | +0.5% | +0.5% |
| 3M | +2.6% | +3.3% | -0.7% | -0.8% |
| 6M | -14.3% | +9.7% | -24.0% | -22.1% |
| YTD | -33.1% | +12.6% | -45.7% | -40.7% |
| 1Y | -28.8% | +13.6% | -42.4% | -37.4% |
| 3Y | -43.0% | +56.8% | -99.8% | -63.7% |
| 5Y | -44.0% | +42.3% | -86.3% | -60.6% |
| 10Y | +88.5% | +199.2% | -110.6% | -31.4% |
| All | +88.5% | +193.0% | -104.4% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling