-42.9%
ACN price history and return analytics
+66.2%
-109.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.7% |
| 7D | -4.8% | +1.0% | -5.8% | -5.7% |
| 30D | +1.9% | -0.2% | +2.1% | +2.1% |
| 3M | +3.9% | +4.5% | -0.7% | -1.3% |
| 6M | -15.0% | +14.1% | -29.1% | -26.6% |
| YTD | -31.9% | +14.8% | -46.7% | -41.6% |
| 1Y | -28.5% | +21.2% | -49.7% | -42.3% |
| 3Y | -41.9% | +76.6% | -118.5% | -69.7% |
| 5Y | -42.9% | +66.6% | -109.4% | -67.6% |
| All | -42.9% | +66.2% | -109.1% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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