+1,051.8%
ACN vs VUG
+1,251.8%
-200.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.9% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | +9.4% | -0.3% | +9.7% | +9.7% |
| 3M | +5.6% | -0.7% | +6.3% | +4.9% |
| 6M | -9.3% | +14.6% | -23.9% | -20.7% |
| YTD | -29.0% | +9.0% | -38.0% | -35.1% |
| 1Y | -24.7% | +14.9% | -39.5% | -34.5% |
| 3Y | -39.8% | +86.0% | -125.9% | -66.7% |
| 5Y | -40.9% | +76.7% | -117.6% | -66.1% |
| 10Y | +91.1% | +411.3% | -320.2% | -58.0% |
| All | +1,051.8% | +1,251.8% | -200.0% | +6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling