+175.9%
ACGL vs VT
+60.6%
+115.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +1.9% |
| 7D | +8.0% | -0.3% | +8.3% | +8.1% |
| 30D | +17.3% | -1.4% | +18.7% | +18.0% |
| 3M | +11.2% | -1.4% | +12.6% | +11.8% |
| 6M | +18.2% | +5.5% | +12.7% | +14.3% |
| YTD | +15.4% | +12.8% | +2.6% | +7.2% |
| 1Y | +26.5% | +15.4% | +11.1% | +15.9% |
| 3Y | +36.1% | +76.9% | -40.8% | -5.4% |
| 5Y | +175.9% | +60.4% | +115.5% | +109.8% |
| All | +175.9% | +60.6% | +115.4% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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