+85.6%
VTRS vs ACM
-23.7%
+109.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | -0.3% |
| 7D | -3.3% | -5.9% | +2.6% | -1.9% |
| 30D | +1.4% | -6.2% | +7.6% | +2.7% |
| 3M | +4.6% | -7.9% | +12.5% | +6.2% |
| 6M | +18.1% | -30.6% | +48.7% | +29.5% |
| YTD | +34.7% | -33.3% | +68.0% | +48.3% |
| 1Y | +65.6% | -49.2% | +114.8% | +101.3% |
| All | +85.6% | -23.7% | +109.3% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling