+129.8%
ACM vs VEU
+149.7%
-19.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -1.5% |
| 7D | +3.0% | -0.5% | +3.5% | +3.5% |
| 30D | +19.7% | -1.0% | +20.7% | +20.9% |
| 3M | +5.3% | -3.6% | +8.9% | +9.2% |
| 6M | -10.8% | -1.2% | -9.6% | -10.4% |
| YTD | -25.1% | +12.0% | -37.1% | -34.8% |
| 1Y | -45.8% | +13.9% | -59.7% | -53.7% |
| 3Y | -9.4% | +71.3% | -80.6% | -51.6% |
| 5Y | +4.8% | +50.3% | -45.5% | -35.0% |
| 10Y | +129.8% | +150.3% | -20.6% | -14.5% |
| All | +129.8% | +149.7% | -19.9% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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