-31.5%
ACCO vs VT
+223.7%
-255.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.5% | +1.3% |
| 7D | -3.5% | +0.4% | -3.8% | -3.8% |
| 30D | +17.4% | -2.6% | +20.0% | +20.4% |
| 3M | +21.7% | -3.2% | +24.9% | +25.7% |
| 6M | +35.4% | +0.9% | +34.5% | +32.7% |
| YTD | +50.4% | +11.3% | +39.1% | +31.9% |
| 1Y | +66.9% | +14.0% | +52.9% | +42.4% |
| 3Y | +38.3% | +75.8% | -37.5% | -25.9% |
| 5Y | -21.9% | +57.8% | -79.7% | -52.9% |
| 10Y | -31.5% | +219.8% | -251.3% | -79.9% |
| All | -31.5% | +223.7% | -255.2% | -79.9% |
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