+315.1%
AACG vs VOO
+812.0%
-496.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.6% | +7.3% | +7.1% |
| 7D | +4.4% | +0.5% | +3.9% | +4.0% |
| 30D | +10.5% | -0.9% | +11.4% | +11.1% |
| 3M | -10.4% | +3.9% | -14.3% | -12.3% |
| 6M | -2.1% | +14.5% | -16.6% | -9.8% |
| YTD | +20.3% | +13.0% | +7.3% | +11.8% |
| 1Y | -53.9% | +19.4% | -73.3% | -58.4% |
| 3Y | -19.5% | +78.9% | -98.4% | -42.9% |
| 5Y | -64.9% | +82.3% | -147.2% | -75.6% |
| 10Y | +117.2% | +314.2% | -197.0% | +13.3% |
| All | +315.1% | +812.0% | -496.9% | +72.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling