-36.8%
ACI vs VLTO
+56.4%
-93.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | +2.3% | +1.0% | +1.3% | +2.1% |
| 30D | +1.2% | +17.5% | -16.2% | -1.8% |
| 3M | +6.8% | +21.4% | -14.6% | +3.0% |
| 6M | -18.7% | +38.1% | -56.9% | -23.0% |
| YTD | -20.2% | +19.0% | -39.2% | -23.0% |
| 1Y | -23.7% | +20.7% | -44.4% | -26.6% |
| 3Y | -31.6% | +64.3% | -95.9% | -35.8% |
| All | -36.8% | +56.4% | -93.1% | -40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling