+4.1%
ACN vs VT
+11.9%
-7.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.8% | +2.4% | -6.2% | -3.3% |
| 30D | +16.5% | -1.5% | +18.0% | +16.3% |
| 3M | +41.5% | -4.1% | +45.6% | +40.6% |
| 6M | +60.1% | +0.6% | +59.5% | +60.3% |
| YTD | -3.9% | +11.0% | -15.0% | -6.7% |
| 1Y | +4.1% | +13.3% | -9.3% | +0.4% |
| All | +4.1% | +11.9% | -7.8% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling