+106.7%
AACG vs VOO
+325.3%
-218.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.2% | -5.0% |
| 7D | -1.1% | -0.8% | -0.4% | -0.6% |
| 30D | -3.3% | -1.1% | -2.2% | -2.5% |
| 3M | -7.4% | +3.9% | -11.3% | -9.9% |
| 6M | -9.3% | +13.6% | -22.9% | -17.8% |
| YTD | +11.4% | +12.7% | -1.3% | +1.7% |
| 1Y | -58.5% | +17.6% | -76.1% | -63.2% |
| 3Y | -21.4% | +77.3% | -98.7% | -49.5% |
| 5Y | -69.1% | +84.1% | -153.3% | -81.0% |
| All | +106.7% | +325.3% | -218.6% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling