+578.6%
ACN vs VT
+374.2%
+204.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | +0.4% | -2.0% | -1.9% |
| 30D | +9.4% | +1.0% | +8.4% | +8.5% |
| 3M | +5.6% | +2.4% | +3.3% | +2.7% |
| 6M | -9.3% | +12.0% | -21.3% | -18.8% |
| YTD | -29.0% | +15.3% | -44.3% | -38.0% |
| 1Y | -24.7% | +22.6% | -47.2% | -37.7% |
| 3Y | -39.8% | +74.7% | -114.5% | -63.5% |
| 5Y | -40.9% | +66.1% | -107.1% | -62.1% |
| 10Y | +91.1% | +225.0% | -133.9% | -26.8% |
| All | +578.6% | +374.2% | +204.4% | +91.5% |
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