+151.8%
ACN vs VUG
+402.9%
-251.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.3% |
| 7D | -5.7% | +4.4% | -10.1% | -8.9% |
| 30D | +17.0% | -7.3% | +24.4% | +23.1% |
| 3M | +39.9% | -4.2% | +44.1% | +43.1% |
| 6M | +50.2% | -1.6% | +51.8% | +48.5% |
| YTD | -4.2% | +4.9% | -9.0% | -10.4% |
| 1Y | +4.3% | +3.8% | +0.5% | -1.8% |
| 3Y | -17.1% | +79.4% | -96.5% | -53.0% |
| 5Y | -26.5% | +63.9% | -90.4% | -55.2% |
| All | +151.8% | +402.9% | -251.1% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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