+655.7%
VEEV vs ACGL
+324.4%
+331.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -0.7% | +2.2% | -2.9% | -1.3% |
| 30D | +1.4% | +12.3% | -10.9% | -1.8% |
| 3M | +19.4% | +11.8% | +7.5% | +15.5% |
| 6M | +93.6% | +17.5% | +76.2% | +84.9% |
| YTD | +35.1% | +14.3% | +20.8% | +29.5% |
| 1Y | +3.4% | +18.2% | -14.8% | -1.9% |
| 3Y | +81.4% | +33.2% | +48.2% | +63.5% |
| 5Y | -5.1% | +174.3% | -179.4% | -33.6% |
| All | +655.7% | +324.4% | +331.4% | +305.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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