+55.0%
ACWI vs VIG
+59.0%
-4.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.4% |
| 7D | -2.4% | -1.8% | -0.6% | -0.5% |
| 30D | -5.2% | +2.7% | -7.9% | -7.8% |
| 3M | -4.8% | 0.0% | -4.8% | -4.8% |
| 6M | -1.3% | +6.8% | -8.1% | -7.8% |
| YTD | +8.4% | +12.1% | -3.7% | -3.7% |
| 1Y | +11.0% | +14.8% | -3.8% | -3.8% |
| 3Y | +70.6% | +62.4% | +8.1% | +3.1% |
| All | +55.0% | +59.0% | -4.0% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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