+2,545.5%
VRT vs ACN
+26.4%
+2,519.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.8% | -7.8% | -8.9% |
| 7D | +2.4% | -6.3% | +8.7% | +4.8% |
| 30D | -2.7% | -1.4% | -1.3% | -2.6% |
| 3M | -9.2% | +2.6% | -11.7% | -13.0% |
| 6M | -0.5% | -14.3% | +13.8% | +2.2% |
| YTD | +62.3% | -33.1% | +95.5% | +87.9% |
| 1Y | +109.6% | -28.8% | +138.4% | +129.6% |
| 3Y | +573.1% | -43.0% | +616.0% | +725.4% |
| 5Y | +953.6% | -44.0% | +997.6% | +1,204.7% |
| All | +2,545.5% | +26.4% | +2,519.1% | +2,094.5% |
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