+15.6%
ACCS price history and return analytics
+374.2%
-358.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -6.7% | +0.4% | -7.1% | -6.7% |
| 30D | -22.5% | +1.0% | -23.5% | -22.5% |
| 3M | -15.3% | +2.4% | -17.6% | -15.3% |
| 6M | -28.2% | +12.0% | -40.2% | -28.3% |
| YTD | -42.7% | +15.3% | -58.0% | -42.9% |
| 1Y | -50.9% | +22.6% | -73.5% | -51.2% |
| 3Y | -74.6% | +74.7% | -149.3% | -74.9% |
| 5Y | -80.4% | +66.1% | -146.6% | -80.7% |
| 10Y | -24.2% | +225.0% | -249.2% | -20.5% |
| All | +15.6% | +374.2% | -358.6% | +91.4% |
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