+25.5%
VZ vs ACN
-40.9%
+66.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.5% |
| 7D | +0.1% | -1.5% | +1.6% | +0.2% |
| 30D | +7.9% | +9.4% | -1.5% | +6.8% |
| 3M | +13.6% | +5.6% | +8.0% | +12.2% |
| 6M | +1.1% | -9.3% | +10.4% | +1.2% |
| YTD | +29.3% | -29.0% | +58.3% | +32.8% |
| 1Y | +21.2% | -24.7% | +45.9% | +23.4% |
| 3Y | +75.9% | -39.8% | +115.7% | +82.3% |
| All | +25.5% | -40.9% | +66.4% | +27.3% |
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