+2,215.6%
ACGL vs VO
+797.8%
+1,417.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -2.9% |
| 7D | +0.9% | -2.6% | +3.4% | +2.7% |
| 30D | +13.7% | -0.9% | +14.7% | +14.4% |
| 3M | +8.0% | -3.0% | +11.1% | +10.2% |
| 6M | +13.3% | +2.2% | +11.1% | +11.0% |
| YTD | +11.8% | +10.6% | +1.3% | +3.2% |
| 1Y | +22.2% | +12.5% | +9.7% | +11.3% |
| 3Y | +32.5% | +61.4% | -28.9% | -7.9% |
| 5Y | +160.2% | +33.4% | +126.8% | +104.5% |
| 10Y | +338.5% | +201.5% | +137.0% | +102.5% |
| All | +2,215.6% | +797.8% | +1,417.8% | +415.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling