+25.0%
V vs ACN
+5.4%
+19.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | -0.1% |
| 7D | -0.4% | -5.7% | +5.4% | +0.5% |
| 30D | +6.3% | +17.0% | -10.7% | +3.8% |
| 3M | +17.2% | +39.9% | -22.7% | +11.0% |
| 6M | +29.2% | +50.2% | -21.0% | +19.7% |
| YTD | +20.8% | -4.2% | +24.9% | +19.2% |
| 1Y | +25.0% | +4.3% | +20.7% | +22.8% |
| All | +25.0% | +5.4% | +19.6% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling