-100.0%
ACON vs VT
+69.7%
-169.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.1% |
| 7D | -14.9% | -2.3% | -12.6% | -12.1% |
| 30D | -29.4% | -5.0% | -24.4% | -24.4% |
| 3M | -29.4% | -4.9% | -24.5% | -24.7% |
| 6M | -49.4% | -1.5% | -47.8% | -48.6% |
| YTD | -63.9% | +8.5% | -72.4% | -67.8% |
| 1Y | -77.9% | +11.4% | -89.3% | -81.0% |
| 3Y | -100.0% | +70.1% | -170.1% | -100.0% |
| All | -100.0% | +69.7% | -169.7% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling