+40.2%
ACGL vs VLTO
+54.8%
-14.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.4% | -3.1% |
| 7D | +0.9% | +5.4% | -4.5% | -0.4% |
| 30D | +13.7% | +22.3% | -8.6% | +8.3% |
| 3M | +8.0% | +19.6% | -11.6% | +3.4% |
| 6M | +13.3% | +35.2% | -21.9% | +5.4% |
| YTD | +11.8% | +17.9% | -6.0% | +7.1% |
| 1Y | +22.2% | +19.5% | +2.7% | +16.5% |
| 3Y | +32.5% | +73.9% | -41.4% | +26.2% |
| All | +40.2% | +54.8% | -14.6% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling