-22.5%
ACN vs VST
+561.4%
-583.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +10.6% | -12.3% | -2.1% |
| 7D | +0.9% | -9.8% | +10.7% | +1.2% |
| 30D | +33.5% | -25.1% | +58.7% | +34.9% |
| 3M | +53.5% | -11.6% | +65.0% | +53.4% |
| 6M | +52.2% | -20.9% | +73.1% | +52.5% |
| YTD | -0.1% | -22.3% | +22.2% | -0.3% |
| 1Y | +11.0% | -32.0% | +43.1% | +12.1% |
| 3Y | -11.8% | +262.4% | -274.2% | -43.3% |
| All | -22.5% | +561.4% | -583.9% | -60.4% |
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