+164.7%
ACGL vs VO
+32.6%
+132.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -2.9% |
| 7D | +0.9% | -2.6% | +3.4% | +2.2% |
| 30D | +13.7% | -0.9% | +14.7% | +14.2% |
| 3M | +8.0% | -3.0% | +11.1% | +9.7% |
| 6M | +13.3% | +2.2% | +11.1% | +11.5% |
| YTD | +11.8% | +10.6% | +1.3% | +5.0% |
| 1Y | +22.2% | +12.5% | +9.7% | +13.5% |
| 3Y | +32.5% | +61.4% | -28.9% | -0.9% |
| All | +164.7% | +32.6% | +132.1% | +122.8% |
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