-20.2%
ACES vs VOO
+79.1%
-99.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.8% |
| 7D | +4.6% | +0.5% | +4.1% | +3.8% |
| 30D | -3.9% | -0.9% | -3.0% | -2.6% |
| 3M | -17.9% | +3.9% | -21.8% | -21.8% |
| 6M | -2.2% | +14.5% | -16.7% | -17.6% |
| YTD | -3.8% | +13.0% | -16.8% | -17.3% |
| 1Y | +7.6% | +19.4% | -11.8% | -13.2% |
| 3Y | -20.2% | +78.9% | -99.0% | -67.2% |
| All | -20.2% | +79.1% | -99.3% | -67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling