+1,917.9%
VRT vs ACN
+84.4%
+1,833.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.4% | +12.0% | +10.4% |
| 7D | -10.6% | -2.5% | -8.1% | -10.2% |
| 30D | -17.4% | +22.6% | -40.1% | -23.7% |
| 3M | -26.4% | +45.9% | -72.3% | -37.2% |
| 6M | -41.0% | +43.8% | -84.8% | -51.1% |
| YTD | +23.8% | -2.5% | +26.3% | +23.0% |
| 1Y | +11.6% | +6.5% | +5.1% | +3.9% |
| 3Y | +403.5% | -14.2% | +417.7% | +417.7% |
| 5Y | +647.0% | -24.4% | +671.5% | +727.7% |
| All | +1,917.9% | +84.4% | +1,833.5% | +1,336.4% |
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