+199.8%
ACA vs VOO
+82.3%
+117.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.7% |
| 7D | +0.1% | +0.5% | -0.4% | -0.5% |
| 30D | +0.6% | -0.9% | +1.5% | +1.5% |
| 3M | +17.9% | +3.9% | +14.0% | +12.9% |
| 6M | +33.1% | +14.5% | +18.6% | +15.2% |
| YTD | +37.2% | +13.0% | +24.2% | +20.6% |
| 1Y | +50.4% | +19.4% | +31.0% | +24.8% |
| 3Y | +96.1% | +78.9% | +17.2% | +12.3% |
| 5Y | +199.8% | +82.3% | +117.5% | +69.1% |
| All | +199.8% | +82.3% | +117.4% | +69.1% |
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