-79.2%
ACON vs VT
+10.7%
-89.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.1% | -6.3% | -6.4% |
| 7D | -20.8% | -4.2% | -16.6% | -17.3% |
| 30D | -31.9% | -5.8% | -26.1% | -27.7% |
| 3M | -33.9% | -5.2% | -28.7% | -30.3% |
| 6M | -51.3% | +0.1% | -51.4% | -51.4% |
| YTD | -66.1% | +8.2% | -74.3% | -68.1% |
| 1Y | -79.2% | +10.1% | -89.3% | -80.8% |
| All | -79.2% | +10.7% | -89.9% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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