-42.9%
ACN vs VSH
+65.5%
-108.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -4.0% |
| 7D | -4.8% | +6.2% | -11.0% | -5.5% |
| 30D | +1.9% | -11.1% | +13.0% | +3.0% |
| 3M | +3.9% | -44.9% | +48.8% | +10.4% |
| 6M | -15.0% | +90.0% | -105.0% | -34.8% |
| YTD | -31.9% | +118.8% | -150.7% | -50.4% |
| 1Y | -28.5% | +109.0% | -137.5% | -47.7% |
| 3Y | -41.9% | +35.6% | -77.5% | -52.5% |
| 5Y | -42.9% | +66.7% | -109.6% | -59.3% |
| All | -42.9% | +65.5% | -108.4% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling