+1,481.7%
ACN vs VUG
+1,192.0%
+289.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.1% | -4.6% |
| 7D | -2.5% | +0.5% | -3.0% | -3.3% |
| 30D | +22.6% | -8.2% | +30.8% | +30.4% |
| 3M | +45.9% | -5.4% | +51.4% | +51.1% |
| 6M | +43.8% | -2.5% | +46.4% | +43.3% |
| YTD | -2.5% | +4.2% | -6.7% | -8.6% |
| 1Y | +6.5% | +5.0% | +1.5% | -1.2% |
| 3Y | -14.2% | +81.7% | -95.9% | -52.2% |
| 5Y | -24.4% | +62.5% | -86.9% | -53.9% |
| 10Y | +156.3% | +396.3% | -240.0% | -43.0% |
| All | +1,481.7% | +1,192.0% | +289.8% | +50.4% |
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