+266.9%
ACGL vs VOO
+314.0%
-47.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.0% |
| 7D | -2.9% | +0.5% | -3.5% | -3.4% |
| 30D | -2.8% | -0.9% | -1.9% | -2.1% |
| 3M | +6.8% | +3.9% | +2.9% | +2.9% |
| 6M | -1.5% | +14.5% | -16.1% | -13.2% |
| YTD | -0.2% | +13.0% | -13.2% | -11.2% |
| 1Y | +5.3% | +19.4% | -14.1% | -11.2% |
| 3Y | +30.3% | +78.9% | -48.6% | -26.3% |
| 5Y | +151.8% | +82.3% | +69.5% | +37.2% |
| 10Y | +266.9% | +314.2% | -47.4% | -3.9% |
| All | +266.9% | +314.0% | -47.2% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling