+139.0%
VRT vs ACN
-28.4%
+167.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.1% | +7.8% | +1.7% |
| 7D | +13.6% | -4.8% | +18.4% | +11.0% |
| 30D | +6.8% | +1.9% | +4.9% | +8.3% |
| 3M | -3.2% | +3.9% | -7.1% | +4.7% |
| 6M | +20.3% | -15.0% | +35.4% | +23.6% |
| YTD | +79.6% | -31.9% | +111.5% | +76.0% |
| 1Y | +139.0% | -28.5% | +167.5% | +134.9% |
| All | +139.0% | -28.4% | +167.4% | +134.9% |
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