+379.7%
VRT vs ACN
-16.0%
+395.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.6% |
| 7D | +10.5% | -3.8% | +14.3% | +9.8% |
| 30D | -9.3% | +16.5% | -25.8% | -7.0% |
| 3M | -29.6% | +41.5% | -71.1% | -25.6% |
| 6M | -45.4% | +60.1% | -105.4% | -40.5% |
| YTD | +24.8% | -3.9% | +28.8% | +46.7% |
| 1Y | +23.6% | +4.1% | +19.5% | +40.5% |
| 3Y | +379.7% | -15.9% | +395.5% | +428.0% |
| All | +379.7% | -16.0% | +395.6% | +428.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling