-32.5%
ACCO vs VT
+224.4%
-256.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.6% |
| 7D | -3.3% | -0.7% | -2.6% | -2.5% |
| 30D | +17.4% | -1.7% | +19.2% | +19.2% |
| 3M | +26.5% | -2.3% | +28.8% | +29.2% |
| 6M | +41.2% | +1.5% | +39.7% | +37.4% |
| YTD | +52.1% | +12.0% | +40.1% | +32.4% |
| 1Y | +69.3% | +12.9% | +56.5% | +46.1% |
| 3Y | +37.9% | +74.9% | -37.1% | -25.8% |
| 5Y | -21.3% | +59.9% | -81.2% | -53.2% |
| 10Y | -32.5% | +224.6% | -257.1% | -81.0% |
| All | -32.5% | +224.4% | -256.8% | -81.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling