+2,408.2%
ACN vs VSH
+88.4%
+2,319.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | +1.6% | -1.6% | +3.1% | +1.1% |
| 30D | +24.6% | -21.3% | +45.9% | +29.7% |
| 3M | +46.2% | -18.9% | +65.1% | +49.2% |
| 6M | +46.2% | -21.4% | +67.6% | +39.2% |
| YTD | -0.9% | +86.8% | -87.7% | -29.0% |
| 1Y | +8.8% | +85.8% | -77.0% | -22.2% |
| 3Y | -14.3% | +30.1% | -44.4% | -35.6% |
| 5Y | -22.6% | +42.8% | -65.4% | -44.2% |
| 10Y | +153.7% | +121.2% | +32.5% | +49.2% |
| All | +2,408.2% | +88.4% | +2,319.8% | +954.2% |
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