-38.3%
ACCL vs VT
+14.9%
-53.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -4.2% | -1.6% | -2.6% | -3.9% |
| 30D | -3.8% | -2.5% | -1.4% | -3.4% |
| 3M | +9.2% | -1.3% | +10.5% | +9.3% |
| 6M | +62.3% | +3.1% | +59.2% | +57.6% |
| YTD | -7.7% | +10.9% | -18.7% | -12.1% |
| 1Y | -42.8% | +12.1% | -54.9% | -45.4% |
| All | -38.3% | +14.9% | -53.2% | -42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling