+1,592.1%
ACN vs VTRS
+66.9%
+1,525.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | -6.3% | -3.5% | -2.9% | -5.5% |
| 30D | -1.4% | +2.1% | -3.5% | -1.9% |
| 3M | +2.6% | +2.6% | -0.1% | +1.9% |
| 6M | -14.3% | +17.8% | -32.1% | -17.9% |
| YTD | -33.1% | +35.7% | -68.8% | -38.5% |
| 1Y | -28.8% | +63.5% | -92.3% | -37.7% |
| 3Y | -43.0% | +85.1% | -128.1% | -52.8% |
| 5Y | -44.0% | +42.5% | -86.5% | -51.6% |
| 10Y | +88.5% | -48.2% | +136.7% | +92.3% |
| All | +1,592.1% | +66.9% | +1,525.3% | +808.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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