-34.7%
ACCO vs VT
+346.0%
-380.7%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -4.1% |
| 7D | -8.0% | -2.3% | -5.7% | -5.4% |
| 30D | +14.5% | -5.0% | +19.4% | +20.9% |
| 3M | +16.8% | -4.9% | +21.7% | +23.2% |
| 6M | +30.4% | -1.5% | +31.9% | +31.2% |
| YTD | +44.4% | +8.5% | +36.0% | +29.5% |
| 1Y | +58.4% | +11.4% | +47.1% | +37.6% |
| 3Y | +26.6% | +70.1% | -43.4% | -32.2% |
| 5Y | -26.7% | +53.7% | -80.4% | -55.9% |
| 10Y | -27.8% | +220.0% | -247.8% | -81.7% |
| All | -34.7% | +346.0% | -380.7% | -86.5% |
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