-43.0%
ACCO vs VT
+374.2%
-417.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | +3.0% | +0.4% | +2.6% | +2.5% |
| 30D | +3.2% | +1.0% | +2.2% | +2.0% |
| 3M | +16.3% | +2.4% | +13.9% | +12.3% |
| 6M | +16.5% | +12.0% | +4.5% | +1.1% |
| YTD | +26.2% | +15.3% | +10.8% | +5.8% |
| 1Y | +19.5% | +22.6% | -3.1% | -6.7% |
| 3Y | +0.8% | +74.7% | -73.8% | -47.4% |
| 5Y | -37.9% | +66.1% | -104.1% | -65.7% |
| 10Y | -34.8% | +225.0% | -259.8% | -83.7% |
| All | -43.0% | +374.2% | -417.2% | -88.9% |
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 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