+164.7%
ACGL price history and return analytics
+53.4%
+111.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.1% |
| 7D | +0.9% | -2.3% | +3.2% | +1.9% |
| 30D | +13.7% | -5.0% | +18.7% | +16.2% |
| 3M | +8.0% | -4.9% | +12.9% | +10.3% |
| 6M | +13.3% | -1.5% | +14.8% | +13.2% |
| YTD | +11.8% | +8.5% | +3.4% | +5.6% |
| 1Y | +22.2% | +11.4% | +10.9% | +13.7% |
| 3Y | +32.5% | +70.1% | -37.6% | -6.3% |
| All | +164.7% | +53.4% | +111.3% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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