-41.1%
ACN vs VTEB
+1.2%
-42.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.1% |
| 7D | -1.5% | -0.9% | -0.6% | -0.8% |
| 30D | +2.1% | -2.5% | +4.6% | +4.2% |
| 3M | +11.1% | -3.0% | +14.1% | +13.7% |
| 6M | -6.8% | -2.1% | -4.7% | -5.3% |
| YTD | -30.0% | -1.5% | -28.6% | -29.2% |
| 1Y | -23.1% | +0.2% | -23.3% | -23.3% |
| 3Y | -40.4% | +8.6% | -48.9% | -46.7% |
| All | -41.1% | +1.2% | -42.4% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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