-100.0%
ACON vs VT
+80.3%
-180.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -2.1% | +0.4% | -2.5% | -2.5% |
| 30D | -0.4% | +1.0% | -1.4% | -1.3% |
| 3M | -33.4% | +2.4% | -35.8% | -34.9% |
| 6M | -24.2% | +12.0% | -36.2% | -31.9% |
| YTD | -48.9% | +15.3% | -64.3% | -55.2% |
| 1Y | -67.8% | +22.6% | -90.4% | -73.2% |
| 3Y | -100.0% | +74.7% | -174.7% | -100.0% |
| All | -100.0% | +80.3% | -180.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling