+2,361.1%
ACN vs VSH
+105.0%
+2,256.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +8.8% | -10.6% | -4.1% |
| 7D | -4.0% | +12.8% | -16.8% | -7.7% |
| 30D | +19.0% | -9.0% | +28.0% | +19.3% |
| 3M | +42.2% | -12.2% | +54.4% | +42.0% |
| 6M | +50.1% | -15.9% | +66.1% | +40.5% |
| YTD | -2.7% | +103.2% | -106.0% | -31.9% |
| 1Y | +7.6% | +108.4% | -100.8% | -25.4% |
| 3Y | -15.9% | +41.6% | -57.4% | -38.2% |
| 5Y | -24.4% | +54.6% | -79.0% | -46.6% |
| 10Y | +151.4% | +138.2% | +13.2% | +44.9% |
| All | +2,361.1% | +105.0% | +2,256.2% | +911.3% |
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 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