+55.9%
VZ vs ACGL
+31.5%
+24.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.0% | -0.2% |
| 7D | +2.1% | +0.9% | +1.3% | +1.9% |
| 30D | +1.4% | +13.7% | -12.4% | -1.5% |
| 3M | -1.3% | +8.0% | -9.3% | -3.0% |
| 6M | -0.5% | +13.3% | -13.8% | -3.2% |
| YTD | +19.6% | +11.8% | +7.8% | +16.5% |
| 1Y | +22.4% | +22.2% | +0.1% | +17.3% |
| 3Y | +55.9% | +32.5% | +23.4% | +51.8% |
| All | +55.9% | +31.5% | +24.4% | +51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling