+11.9%
ACN vs VYM
+21.8%
-9.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +2.9% |
| 7D | +8.6% | +1.2% | +7.4% | +7.7% |
| 30D | +36.6% | +5.2% | +31.3% | +32.0% |
| 3M | +56.3% | +0.5% | +55.8% | +56.1% |
| 6M | +49.7% | +7.7% | +42.0% | +42.8% |
| YTD | +1.3% | +17.2% | -15.8% | -9.0% |
| 1Y | +11.9% | +21.7% | -9.7% | -2.8% |
| All | +11.9% | +21.8% | -9.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling