-41.2%
ACCL price history and return analytics
+16.0%
-57.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -4.8% | -0.7% | -4.1% | -4.6% |
| 30D | -13.1% | -1.7% | -11.4% | -12.8% |
| 3M | -17.9% | -2.3% | -15.6% | -17.5% |
| 6M | +64.1% | +1.5% | +62.6% | +61.0% |
| YTD | -12.2% | +12.0% | -24.2% | -16.4% |
| 1Y | -42.0% | +12.9% | -54.8% | -44.6% |
| All | -41.2% | +16.0% | -57.3% | -45.0% |
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 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