+57.7%
VZ vs ACN
-13.1%
+70.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | +2.4% | +1.6% | +0.8% | +2.3% |
| 30D | +11.2% | +24.6% | -13.5% | +9.6% |
| 3M | 0.0% | +46.2% | -46.2% | -2.5% |
| 6M | +1.3% | +46.2% | -44.9% | -2.2% |
| YTD | +21.3% | -0.9% | +22.1% | +18.7% |
| 1Y | +23.9% | +8.8% | +15.2% | +20.5% |
| 3Y | +57.7% | -14.3% | +72.0% | +58.1% |
| All | +57.7% | -13.1% | +70.8% | +58.1% |
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