-26.5%
ACN vs VST
+645.9%
-672.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.5% |
| 7D | -5.7% | +19.2% | -24.9% | -6.3% |
| 30D | +17.0% | -17.2% | +34.2% | +17.8% |
| 3M | +39.9% | -8.1% | +48.0% | +39.8% |
| 6M | +50.2% | -8.1% | +58.3% | +49.1% |
| YTD | -4.2% | -16.3% | +12.1% | -4.6% |
| 1Y | +4.3% | -24.1% | +28.4% | +4.7% |
| 3Y | -17.1% | +300.2% | -317.3% | -47.3% |
| 5Y | -26.5% | +645.9% | -672.4% | -63.0% |
| All | -26.5% | +645.9% | -672.4% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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