+413.0%
ACA vs VOO
+219.5%
+193.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | +17.3% | +2.0% | +15.3% | +14.2% |
| 6M | +29.3% | +13.0% | +16.3% | +12.2% |
| YTD | +37.0% | +13.6% | +23.4% | +18.3% |
| 1Y | +48.3% | +20.1% | +28.2% | +20.2% |
| 3Y | +85.8% | +77.6% | +8.2% | -1.8% |
| 5Y | +191.2% | +82.4% | +108.7% | +48.0% |
| All | +413.0% | +219.5% | +193.5% | +45.6% |
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