+66.9%
ACCO vs VT
+13.0%
+53.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.5% | +2.8% |
| 7D | -3.5% | +0.4% | -3.8% | -3.5% |
| 30D | +17.4% | -2.6% | +20.0% | +18.8% |
| 3M | +21.7% | -3.2% | +24.9% | +23.7% |
| 6M | +35.4% | +0.9% | +34.5% | +33.7% |
| YTD | +50.4% | +11.3% | +39.1% | +37.4% |
| All | +66.9% | +13.0% | +53.9% | +51.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling