+75.1%
VTI vs ACN
-44.4%
+119.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | 0.0% |
| 7D | -0.4% | -6.3% | +6.0% | +1.5% |
| 30D | -1.6% | -1.4% | -0.2% | -1.4% |
| 3M | +3.6% | +2.6% | +1.0% | +1.7% |
| 6M | +13.0% | -14.3% | +27.3% | +17.6% |
| YTD | +12.7% | -33.1% | +45.8% | +28.7% |
| 1Y | +18.4% | -28.8% | +47.2% | +30.7% |
| 3Y | +76.4% | -43.0% | +119.4% | +108.6% |
| All | +75.1% | -44.4% | +119.5% | +99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling