-37.6%
ACI vs VLTO
+56.1%
-93.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -5.9% | +2.0% | -7.9% | -6.3% |
| 30D | +7.2% | +21.8% | -14.6% | +3.4% |
| 3M | +8.8% | +20.2% | -11.4% | +5.1% |
| 6M | -17.2% | +36.3% | -53.5% | -21.4% |
| YTD | -21.3% | +18.8% | -40.1% | -24.0% |
| 1Y | -23.7% | +20.4% | -44.1% | -26.6% |
| 3Y | -32.8% | +71.9% | -104.8% | -36.9% |
| All | -37.6% | +56.1% | -93.7% | -41.6% |
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