-11.8%
ACN vs VLTO
+69.5%
-81.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -2.0% |
| 7D | +0.9% | +5.4% | -4.5% | -2.0% |
| 30D | +33.5% | +22.3% | +11.2% | +19.9% |
| 3M | +53.5% | +19.6% | +33.8% | +39.4% |
| 6M | +52.2% | +35.2% | +17.1% | +31.0% |
| YTD | -0.1% | +17.9% | -18.0% | -8.7% |
| 1Y | +11.0% | +19.5% | -8.5% | +0.9% |
| 3Y | -11.8% | +73.9% | -85.7% | -21.0% |
| All | -11.8% | +69.5% | -81.3% | -21.0% |
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 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