+2,020.8%
VGT vs ACGL
+2,175.1%
-154.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.0% | +4.3% | +2.5% |
| 7D | -7.2% | +0.9% | -8.1% | -7.7% |
| 30D | -16.1% | +13.7% | -29.9% | -20.7% |
| 3M | -9.2% | +8.0% | -17.2% | -12.5% |
| 6M | -0.7% | +13.3% | -14.0% | -7.0% |
| YTD | +15.6% | +11.8% | +3.7% | +8.1% |
| 1Y | +14.4% | +22.2% | -7.9% | +2.8% |
| 3Y | +105.2% | +32.5% | +72.7% | +72.1% |
| 5Y | +100.0% | +160.2% | -60.2% | +19.2% |
| 10Y | +712.1% | +338.5% | +373.6% | +249.5% |
| All | +2,020.8% | +2,175.1% | -154.3% | +351.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling