+93.1%
ACN vs VTV
+234.5%
-141.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.6% | +2.6% |
| 7D | -1.5% | -1.1% | -0.4% | -0.4% |
| 30D | +2.1% | -1.0% | +3.1% | +3.2% |
| 3M | +11.1% | +4.6% | +6.5% | +6.0% |
| 6M | -6.8% | +13.5% | -20.4% | -18.7% |
| YTD | -30.0% | +18.5% | -48.5% | -41.6% |
| 1Y | -23.1% | +22.9% | -46.0% | -38.1% |
| 3Y | -40.4% | +67.8% | -108.2% | -65.5% |
| 5Y | -41.6% | +81.8% | -123.4% | -68.4% |
| All | +93.1% | +234.5% | -141.4% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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