+276.3%
ACGL vs ITOT
+293.9%
-17.5%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +0.9% |
| 7D | -2.1% | -0.4% | -1.8% | -1.8% |
| 30D | -2.2% | -1.6% | -0.6% | -0.9% |
| 3M | +6.3% | +3.5% | +2.8% | +2.8% |
| 6M | +0.5% | +13.1% | -12.6% | -10.2% |
| YTD | +0.2% | +12.7% | -12.5% | -10.6% |
| 1Y | +7.3% | +18.3% | -11.0% | -8.6% |
| 3Y | +30.8% | +76.4% | -45.6% | -24.7% |
| 5Y | +155.8% | +73.8% | +82.0% | +46.4% |
| 10Y | +276.3% | +301.2% | -24.9% | +2.3% |
| All | +276.3% | +293.9% | -17.5% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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