-35.8%
ACI vs VLTO
+69.5%
-105.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.5% |
| 7D | -2.2% | +5.4% | -7.6% | -3.3% |
| 30D | +10.3% | +22.3% | -12.0% | +5.9% |
| 3M | +7.2% | +19.6% | -12.4% | +3.3% |
| 6M | -18.0% | +35.2% | -53.2% | -22.5% |
| YTD | -22.0% | +17.9% | -39.8% | -24.9% |
| 1Y | -23.4% | +19.5% | -42.9% | -26.5% |
| 3Y | -35.8% | +73.9% | -109.7% | -43.5% |
| All | -35.8% | +69.5% | -105.3% | -43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling