+323.2%
ACGL vs VEU
+152.2%
+171.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.7% |
| 7D | -1.4% | -0.5% | -0.8% | -1.1% |
| 30D | +12.4% | -1.0% | +13.4% | +13.0% |
| 3M | +11.1% | -3.6% | +14.7% | +13.7% |
| 6M | +16.3% | -1.2% | +17.5% | +15.5% |
| YTD | +13.8% | +12.0% | +1.8% | +0.5% |
| 1Y | +20.4% | +13.9% | +6.5% | +4.7% |
| 3Y | +33.6% | +71.3% | -37.7% | -21.7% |
| 5Y | +176.8% | +50.3% | +126.5% | +83.6% |
| All | +323.2% | +152.2% | +171.0% | +82.5% |
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