+27.2%
ACES vs VOO
+218.9%
-191.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.4% |
| 7D | -1.9% | -0.8% | -1.1% | -1.0% |
| 30D | -8.1% | -1.1% | -7.1% | -6.9% |
| 3M | -18.8% | +3.9% | -22.7% | -22.3% |
| 6M | -11.9% | +13.6% | -25.5% | -24.0% |
| YTD | -8.4% | +12.7% | -21.1% | -20.1% |
| 1Y | +2.0% | +17.6% | -15.6% | -14.9% |
| 3Y | -25.0% | +77.3% | -102.4% | -61.7% |
| 5Y | -54.7% | +84.1% | -138.8% | -77.4% |
| All | +27.2% | +218.9% | -191.7% | -62.5% |
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