+132.5%
ACM vs VEU
+150.1%
-17.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.2% |
| 7D | -3.7% | +0.3% | -4.0% | -4.0% |
| 30D | -12.7% | +0.7% | -13.3% | -13.4% |
| 3M | -9.8% | +4.7% | -14.5% | -14.6% |
| 6M | -31.4% | +11.6% | -43.0% | -39.8% |
| YTD | -32.1% | +16.8% | -48.9% | -43.4% |
| 1Y | -47.8% | +24.9% | -72.7% | -59.6% |
| 3Y | -22.1% | +75.7% | -97.8% | -59.2% |
| 5Y | +1.8% | +56.1% | -54.3% | -39.0% |
| 10Y | +132.5% | +153.6% | -21.1% | -16.1% |
| All | +132.5% | +150.1% | -17.5% | -16.1% |
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