+89.7%
VTRS vs ACM
-46.6%
+136.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.4% | +1.3% |
| 7D | +2.4% | +9.5% | -7.1% | +1.4% |
| 30D | +9.1% | +14.7% | -5.6% | +7.4% |
| 3M | +9.4% | -9.5% | +18.9% | +10.8% |
| 6M | +28.3% | -18.0% | +46.4% | +31.5% |
| YTD | +58.0% | -27.3% | +85.3% | +64.5% |
| 1Y | +89.7% | -47.0% | +136.7% | +118.7% |
| All | +89.7% | -46.6% | +136.3% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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