+297.8%
VTI vs ACN
+97.5%
+200.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.5% | -0.6% |
| 7D | -0.9% | -1.5% | +0.6% | -0.3% |
| 30D | -1.4% | +2.1% | -3.5% | -2.6% |
| 3M | +3.6% | +11.1% | -7.5% | -3.2% |
| 6M | +13.6% | -6.8% | +20.4% | +13.9% |
| YTD | +12.9% | -30.0% | +43.0% | +28.9% |
| 1Y | +17.2% | -23.1% | +40.3% | +26.5% |
| 3Y | +75.7% | -40.4% | +116.1% | +109.6% |
| 5Y | +75.4% | -41.6% | +117.0% | +106.4% |
| All | +297.8% | +97.5% | +200.2% | +155.5% |
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