+868.2%
ACN vs VT
+363.9%
+504.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +2.4% |
| 7D | +8.6% | -0.3% | +8.9% | +8.8% |
| 30D | +36.6% | -1.4% | +38.0% | +37.9% |
| 3M | +56.3% | -1.4% | +57.7% | +57.7% |
| 6M | +49.7% | +5.5% | +44.2% | +41.0% |
| YTD | +1.3% | +12.8% | -11.5% | -10.2% |
| 1Y | +11.9% | +15.4% | -3.5% | -2.9% |
| 3Y | -10.6% | +76.9% | -87.5% | -46.5% |
| 5Y | -21.3% | +60.4% | -81.7% | -48.2% |
| 10Y | +166.2% | +232.8% | -66.5% | +0.2% |
| All | +868.2% | +363.9% | +504.3% | +177.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling