-6.9%
ACM vs VLTO
+73.3%
-80.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.8% |
| 7D | +6.9% | +2.0% | +4.9% | +5.9% |
| 30D | +19.1% | +21.8% | -2.7% | +8.5% |
| 3M | -6.9% | +20.2% | -27.2% | -14.6% |
| 6M | -12.0% | +36.3% | -48.4% | -23.9% |
| YTD | -25.1% | +18.8% | -44.0% | -31.3% |
| 1Y | -45.4% | +20.4% | -65.8% | -50.3% |
| 3Y | -6.9% | +71.9% | -78.8% | -21.3% |
| All | -6.9% | +73.3% | -80.2% | -21.3% |
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