+214.7%
VZ vs ACN
+2,484.6%
-2,269.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +5.6% | +7.3% | -1.6% | +4.0% |
| 30D | +1.9% | +38.2% | -36.3% | -5.1% |
| 3M | +0.8% | +56.6% | -55.8% | -9.2% |
| 6M | +0.6% | +51.1% | -50.5% | -9.6% |
| YTD | +20.8% | +1.7% | +19.1% | +17.5% |
| 1Y | +23.9% | +10.1% | +13.9% | +18.2% |
| 3Y | +55.7% | -10.3% | +66.0% | +53.0% |
| 5Y | +21.5% | -21.4% | +43.0% | +21.2% |
| 10Y | +68.5% | +167.1% | -98.7% | +22.0% |
| All | +214.7% | +2,484.6% | -2,269.9% | +40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling