+1,448.5%
ACGL vs VEU
+168.5%
+1,280.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.1% |
| 7D | +0.9% | -1.6% | +2.5% | +1.8% |
| 30D | +13.7% | -4.3% | +18.1% | +16.6% |
| 3M | +8.0% | -5.8% | +13.9% | +11.6% |
| 6M | +13.3% | -4.4% | +17.7% | +15.0% |
| YTD | +11.8% | +8.7% | +3.2% | +4.1% |
| 1Y | +22.2% | +12.6% | +9.6% | +11.2% |
| 3Y | +32.5% | +65.2% | -32.8% | -6.6% |
| 5Y | +160.2% | +45.5% | +114.6% | +97.4% |
| 10Y | +338.5% | +142.7% | +195.8% | +149.5% |
| All | +1,448.5% | +168.5% | +1,280.0% | +630.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling