+1,519.9%
ACN vs VUG
+1,157.1%
+362.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.5% |
| 7D | +0.9% | -3.4% | +4.3% | +3.5% |
| 30D | +33.5% | -11.1% | +44.6% | +45.9% |
| 3M | +53.5% | -7.2% | +60.7% | +61.7% |
| 6M | +52.2% | -4.1% | +56.4% | +53.9% |
| YTD | -0.1% | +1.4% | -1.5% | -4.1% |
| 1Y | +11.0% | +1.9% | +9.1% | +5.8% |
| 3Y | -11.8% | +77.7% | -89.5% | -49.9% |
| 5Y | -22.8% | +57.6% | -80.4% | -51.7% |
| 10Y | +162.4% | +398.6% | -236.1% | -41.9% |
| All | +1,519.9% | +1,157.1% | +362.8% | +57.7% |
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