-28.8%
ACN vs VUG
+13.3%
-42.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -1.4% | -1.7% | +0.3% | -1.2% |
| 3M | +2.6% | +2.8% | -0.3% | +2.4% |
| 6M | -14.3% | +13.6% | -27.9% | -17.7% |
| YTD | -33.1% | +8.1% | -41.2% | -33.8% |
| 1Y | -28.8% | +13.1% | -41.9% | -31.3% |
| All | -28.8% | +13.3% | -42.1% | -31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling