+76.4%
VTV vs ACGL
+168.9%
-92.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.8% |
| 7D | -0.5% | -1.1% | +0.6% | -0.2% |
| 30D | +3.1% | +13.1% | -10.1% | -0.3% |
| 3M | +1.8% | +9.8% | -8.0% | -0.8% |
| 6M | +10.9% | +15.3% | -4.4% | +6.3% |
| YTD | +20.9% | +12.7% | +8.1% | +16.3% |
| 1Y | +24.6% | +20.7% | +3.9% | +17.5% |
| 3Y | +78.6% | +34.3% | +44.3% | +60.7% |
| 5Y | +76.4% | +170.6% | -94.2% | +14.9% |
| All | +76.4% | +168.9% | -92.5% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling