-81.1%
ACCS vs VT
+66.2%
-147.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -6.7% | +0.4% | -7.1% | -6.8% |
| 30D | -22.5% | +1.0% | -23.5% | -22.8% |
| 3M | -15.3% | +2.4% | -17.6% | -16.0% |
| 6M | -28.2% | +12.0% | -40.2% | -31.4% |
| YTD | -42.7% | +15.3% | -58.0% | -46.1% |
| 1Y | -50.9% | +22.6% | -73.5% | -55.1% |
| 3Y | -74.6% | +74.7% | -149.3% | -80.6% |
| All | -81.1% | +66.2% | -147.2% | -84.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling