+86.8%
ACN vs VSH
+178.4%
-91.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.5% |
| 7D | -7.9% | +2.8% | -10.6% | -8.4% |
| 30D | -1.1% | -6.0% | +4.9% | -0.1% |
| 3M | +5.6% | -42.6% | +48.3% | +14.7% |
| 6M | -9.9% | +82.1% | -92.0% | -32.2% |
| YTD | -32.3% | +117.5% | -149.9% | -52.4% |
| 1Y | -25.3% | +109.0% | -134.3% | -47.2% |
| 3Y | -42.3% | +34.9% | -77.1% | -55.2% |
| 5Y | -43.5% | +65.1% | -108.5% | -60.0% |
| All | +86.8% | +178.4% | -91.6% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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