-12.1%
ACN vs VUG
+75.0%
-87.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.1% |
| 7D | +0.9% | -3.4% | +4.3% | +2.0% |
| 30D | +33.5% | -11.1% | +44.6% | +39.1% |
| 3M | +53.5% | -7.2% | +60.7% | +56.9% |
| 6M | +52.2% | -4.1% | +56.4% | +52.8% |
| YTD | -0.1% | +1.4% | -1.5% | -2.6% |
| 1Y | +11.0% | +1.9% | +9.1% | +7.8% |
| All | -12.1% | +75.0% | -87.1% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling