+33.5%
ACGL vs VO
+66.9%
-33.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | +1.3% | -0.2% | +1.4% | +1.3% |
| 30D | +14.2% | +0.5% | +13.7% | +13.9% |
| 3M | +11.1% | -1.1% | +12.2% | +11.5% |
| 6M | +16.4% | +6.4% | +10.0% | +12.8% |
| YTD | +13.8% | +13.5% | +0.2% | +6.5% |
| 1Y | +21.6% | +13.6% | +8.0% | +13.6% |
| 3Y | +33.5% | +65.2% | -31.7% | +21.7% |
| All | +33.5% | +66.9% | -33.3% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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