+33.2%
ACGL vs VEU
+70.2%
-37.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.2% | +2.1% | +0.1% | +1.9% |
| 30D | +12.3% | -0.9% | +13.2% | +12.4% |
| 3M | +11.8% | -5.4% | +17.2% | +12.5% |
| 6M | +17.5% | -1.8% | +19.2% | +17.2% |
| YTD | +14.3% | +10.9% | +3.3% | +9.5% |
| 1Y | +18.2% | +13.6% | +4.6% | +12.3% |
| 3Y | +33.2% | +69.3% | -36.1% | +21.4% |
| All | +33.2% | +70.2% | -37.0% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling