+1,004.4%
ACN vs VTV
+715.1%
+289.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.4% |
| 7D | -4.8% | +0.3% | -5.1% | -5.0% |
| 30D | +1.9% | +0.1% | +1.7% | +1.8% |
| 3M | +3.9% | +6.2% | -2.3% | -1.4% |
| 6M | -15.0% | +13.5% | -28.5% | -24.1% |
| YTD | -31.9% | +18.9% | -50.7% | -41.5% |
| 1Y | -28.5% | +25.8% | -54.3% | -41.5% |
| 3Y | -41.9% | +68.7% | -110.6% | -63.1% |
| 5Y | -42.9% | +80.3% | -123.2% | -65.2% |
| 10Y | +88.7% | +226.3% | -137.6% | -28.0% |
| All | +1,004.4% | +715.1% | +289.3% | +105.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling