-67.7%
AACG vs VOO
+80.3%
-148.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.6% | +10.1% | +9.8% |
| 7D | +2.2% | -2.0% | +4.2% | +3.3% |
| 30D | +4.5% | -1.7% | +6.2% | +5.5% |
| 3M | -12.4% | +4.7% | -17.1% | -14.4% |
| 6M | -4.2% | +12.6% | -16.7% | -9.8% |
| YTD | +16.5% | +11.8% | +4.7% | +10.1% |
| 1Y | -56.6% | +17.5% | -74.1% | -59.8% |
| 3Y | -22.0% | +77.0% | -99.0% | -39.3% |
| 5Y | -67.7% | +82.6% | -150.3% | -74.5% |
| All | -67.7% | +80.3% | -148.0% | -74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling