+50.0%
VG vs ACWI
+10.2%
+39.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | 0.0% |
| 7D | -22.0% | -2.4% | -19.7% | -24.4% |
| 30D | -11.6% | -5.2% | -6.5% | -18.0% |
| 3M | -14.9% | -4.8% | -10.0% | -20.4% |
| 6M | -3.5% | -1.3% | -2.2% | -2.4% |
| YTD | +70.0% | +8.4% | +61.6% | +89.1% |
| 1Y | +50.0% | +11.0% | +39.0% | +57.9% |
| All | +50.0% | +10.2% | +39.8% | +57.9% |
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