+93.1%
ACN vs VTR
+99.2%
-6.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.9% | +3.5% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | +2.1% | +1.1% | +1.0% | +1.8% |
| 3M | +11.1% | +7.9% | +3.2% | +9.1% |
| 6M | -6.8% | +6.2% | -13.0% | -8.5% |
| YTD | -30.0% | +17.7% | -47.8% | -33.2% |
| 1Y | -23.1% | +32.9% | -56.0% | -29.0% |
| 3Y | -40.4% | +129.7% | -170.1% | -53.0% |
| 5Y | -41.6% | +89.3% | -130.9% | -52.1% |
| All | +93.1% | +99.2% | -6.1% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling