-46.3%
ACM vs VLTO
+20.4%
-66.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.3% |
| 7D | +5.1% | +0.8% | +4.3% | +4.7% |
| 30D | +18.7% | +18.7% | 0.0% | +8.7% |
| 3M | +15.5% | +21.7% | -6.2% | +4.4% |
| 6M | +1.2% | +35.8% | -34.6% | -13.1% |
| YTD | -25.2% | +18.3% | -43.5% | -32.9% |
| 1Y | -46.3% | +20.9% | -67.2% | -52.0% |
| All | -46.3% | +20.4% | -66.7% | -52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling