+12.8%
VG vs ACWI
+23.6%
-10.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.7% | +0.5% | +1.2% | +2.3% |
| 30D | +16.0% | +0.9% | +15.1% | +17.3% |
| 3M | +9.7% | +2.4% | +7.3% | +13.9% |
| 6M | +29.6% | +12.4% | +17.2% | +50.0% |
| YTD | +112.0% | +15.2% | +96.9% | +123.8% |
| 1Y | +12.8% | +22.7% | -9.9% | +14.4% |
| All | +12.8% | +23.6% | -10.8% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling