+384.8%
V vs ACN
+86.3%
+298.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.6% |
| 7D | -2.9% | -6.3% | +3.4% | +0.3% |
| 30D | +1.9% | -1.4% | +3.2% | +2.2% |
| 3M | +13.2% | +2.6% | +10.7% | +9.1% |
| 6M | +16.7% | -14.3% | +31.0% | +22.8% |
| YTD | +5.4% | -33.1% | +38.5% | +26.1% |
| 1Y | +7.7% | -28.8% | +36.5% | +23.1% |
| 3Y | +52.0% | -43.0% | +94.9% | +90.1% |
| 5Y | +67.7% | -44.0% | +111.7% | +105.5% |
| 10Y | +384.8% | +88.5% | +296.2% | +179.8% |
| All | +384.8% | +86.3% | +298.5% | +179.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling