+176.8%
ACGL vs VO
+38.8%
+138.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.2% | -0.6% |
| 7D | -1.4% | +0.2% | -1.6% | -1.5% |
| 30D | +12.4% | +2.0% | +10.3% | +11.1% |
| 3M | +11.1% | -0.3% | +11.4% | +11.1% |
| 6M | +16.3% | +7.3% | +9.1% | +11.6% |
| YTD | +13.8% | +15.0% | -1.2% | +4.6% |
| 1Y | +20.4% | +14.7% | +5.7% | +10.8% |
| 3Y | +33.6% | +67.3% | -33.7% | -2.0% |
| 5Y | +176.8% | +38.8% | +138.0% | +127.5% |
| All | +176.8% | +38.8% | +138.0% | +127.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling