+65.5%
VZ vs ACN
+160.5%
-94.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.8% | -0.6% |
| 7D | +2.1% | +0.9% | +1.3% | +2.0% |
| 30D | +1.4% | +33.5% | -32.2% | -3.8% |
| 3M | -1.3% | +53.5% | -54.7% | -9.1% |
| 6M | -0.5% | +52.2% | -52.8% | -9.1% |
| YTD | +19.6% | -0.1% | +19.8% | +18.0% |
| 1Y | +22.4% | +11.0% | +11.3% | +17.8% |
| 3Y | +55.9% | -11.8% | +67.7% | +54.8% |
| 5Y | +20.4% | -22.8% | +43.2% | +21.8% |
| All | +65.5% | +160.5% | -94.9% | +22.2% |
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