+19.5%
VTR vs ACGL
+20.5%
-1.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | +0.7% | -1.2% | +1.9% | +1.1% |
| 30D | +6.9% | +12.8% | -5.9% | +2.8% |
| 3M | +1.3% | +12.3% | -11.0% | -2.4% |
| 6M | +2.5% | +15.8% | -13.4% | -2.5% |
| YTD | +18.0% | +13.9% | +4.1% | +13.3% |
| 1Y | +19.5% | +19.0% | +0.4% | +15.1% |
| All | +19.5% | +20.5% | -1.0% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling