-41.9%
ACN vs VUG
+88.1%
-130.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.0% |
| 7D | -4.8% | +0.9% | -5.7% | -5.1% |
| 30D | +1.9% | -1.4% | +3.3% | +2.5% |
| 3M | +3.9% | +2.3% | +1.5% | +2.4% |
| 6M | -15.0% | +15.7% | -30.7% | -21.7% |
| YTD | -31.9% | +8.6% | -40.5% | -35.0% |
| 1Y | -28.5% | +14.1% | -42.6% | -33.6% |
| 3Y | -41.9% | +87.9% | -129.8% | -61.5% |
| All | -41.9% | +88.1% | -130.0% | -61.5% |
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