+6.3%
ACEI vs VOO
+16.9%
-10.6%
-9.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.5% |
| 7D | +1.7% | -0.4% | +2.0% | +1.9% |
| 30D | +2.1% | -1.4% | +3.5% | +2.9% |
| 3M | +3.3% | +3.7% | -0.4% | +1.3% |
| 6M | +7.0% | +13.0% | -6.1% | +0.5% |
| YTD | +5.5% | +12.4% | -7.0% | -0.8% |
| All | +6.3% | +16.9% | -10.6% | -2.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling