-38.3%
ACCL vs VOO
+12.8%
-51.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | 0.0% | -2.7% | +2.7% | +0.6% |
| 30D | -3.5% | -5.4% | +1.9% | -1.8% |
| 3M | -12.0% | -4.1% | -7.9% | -11.0% |
| 6M | +70.6% | +0.7% | +69.9% | +65.3% |
| YTD | -7.7% | +8.7% | -16.5% | -11.6% |
| 1Y | -37.9% | +11.0% | -48.9% | -41.1% |
| All | -38.3% | +12.8% | -51.0% | -41.9% |
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