+266.9%
ACGL vs VEU
+149.3%
+117.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.1% |
| 7D | -2.9% | +1.7% | -4.6% | -4.2% |
| 30D | -2.8% | +1.0% | -3.8% | -3.6% |
| 3M | +6.8% | +5.6% | +1.2% | +1.5% |
| 6M | -1.5% | +13.7% | -15.2% | -12.8% |
| YTD | -0.2% | +17.7% | -17.9% | -14.7% |
| 1Y | +5.3% | +25.8% | -20.5% | -15.3% |
| 3Y | +30.3% | +77.1% | -46.8% | -24.7% |
| 5Y | +151.8% | +57.1% | +94.7% | +62.8% |
| 10Y | +266.9% | +149.8% | +117.0% | +53.7% |
| All | +266.9% | +149.3% | +117.6% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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