+1,418.2%
ACGL vs VT
+356.1%
+1,062.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +7.4% | -1.6% | +9.0% | +8.6% |
| 30D | +15.2% | -2.5% | +17.7% | +17.1% |
| 3M | +6.6% | -1.3% | +7.9% | +7.2% |
| 6M | +14.9% | +3.1% | +11.8% | +11.3% |
| YTD | +12.4% | +10.9% | +1.4% | +2.6% |
| 1Y | +25.3% | +12.1% | +13.3% | +13.5% |
| 3Y | +32.5% | +73.9% | -41.4% | -14.6% |
| 5Y | +162.1% | +58.0% | +104.1% | +79.8% |
| 10Y | +336.9% | +225.5% | +111.5% | +85.5% |
| All | +1,418.2% | +356.1% | +1,062.1% | +369.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling