+1,481.8%
ACN vs VO
+822.3%
+659.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.7% | -5.1% | -4.6% |
| 7D | -2.5% | -0.1% | -2.4% | -2.6% |
| 30D | +22.6% | +0.5% | +22.1% | +21.8% |
| 3M | +45.9% | -1.0% | +46.9% | +46.8% |
| 6M | +43.8% | +6.4% | +37.4% | +35.9% |
| YTD | -2.5% | +13.6% | -16.1% | -12.7% |
| 1Y | +6.5% | +14.5% | -8.0% | -5.4% |
| 3Y | -14.2% | +67.2% | -81.4% | -44.3% |
| 5Y | -24.4% | +36.1% | -60.5% | -41.6% |
| 10Y | +156.3% | +199.3% | -43.0% | +8.5% |
| All | +1,481.8% | +822.3% | +659.4% | +186.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling