+13.0%
IVV vs ACN
-10.0%
+23.1%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | -0.5% |
| 7D | +0.1% | -1.5% | +1.6% | +0.1% |
| 30D | +0.1% | +9.4% | -9.3% | +0.3% |
| 3M | +2.0% | +5.6% | -3.7% | +3.1% |
| 6M | +13.0% | -9.3% | +22.3% | +14.8% |
| All | +13.0% | -10.0% | +23.1% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 6mo: compounded portfolio wealth divided by compounded ACN 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…
6mo analysis · Full analysis span regression · 6 months rolling