+1,697.2%
ACN vs VSH
+123.0%
+1,574.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.4% | -7.7% | -4.5% |
| 7D | -1.5% | +4.1% | -5.6% | -2.7% |
| 30D | +9.4% | -4.2% | +13.5% | +10.0% |
| 3M | +5.6% | -50.0% | +55.6% | +21.2% |
| 6M | -9.3% | +80.2% | -89.4% | -31.1% |
| YTD | -29.0% | +121.1% | -150.1% | -49.8% |
| 1Y | -24.7% | +112.0% | -136.7% | -46.6% |
| 3Y | -39.8% | +22.5% | -62.4% | -52.1% |
| 5Y | -40.9% | +64.0% | -105.0% | -57.6% |
| 10Y | +91.1% | +170.4% | -79.3% | +9.6% |
| All | +1,697.2% | +123.0% | +1,574.3% | +645.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling