+26.2%
VTV vs ACM
-45.8%
+72.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | +0.5% | -3.7% | +4.3% | +0.8% |
| 30D | +1.1% | -11.1% | +12.2% | +2.2% |
| 3M | +5.9% | -8.0% | +13.9% | +6.6% |
| 6M | +11.6% | -29.7% | +41.3% | +15.6% |
| YTD | +19.8% | -29.4% | +49.2% | +23.9% |
| 1Y | +26.2% | -46.4% | +72.7% | +34.1% |
| All | +26.2% | -45.8% | +72.0% | +34.1% |
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