-54.8%
ACCS price history and return analytics
+214.8%
-269.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | -1.3% |
| 7D | -6.9% | -4.2% | -2.8% | -5.7% |
| 30D | -28.0% | -5.8% | -22.2% | -26.7% |
| 3M | -49.3% | -5.2% | -44.0% | -48.4% |
| 6M | -58.0% | +0.1% | -58.1% | -58.1% |
| YTD | -62.5% | +8.2% | -70.7% | -63.5% |
| 1Y | -63.2% | +10.1% | -73.3% | -64.5% |
| 3Y | -80.9% | +69.7% | -150.6% | -84.1% |
| 5Y | -86.6% | +53.4% | -140.0% | -88.6% |
| All | -54.8% | +214.8% | -269.6% | -72.2% |
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