-54.5%
ACES vs VOO
+81.6%
-136.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | +0.5% | -0.4% | +0.8% | +1.0% |
| 30D | -5.6% | -1.4% | -4.2% | -3.7% |
| 3M | -17.6% | +3.7% | -21.3% | -21.4% |
| 6M | -7.1% | +13.0% | -20.2% | -20.8% |
| YTD | -6.7% | +12.4% | -19.1% | -19.7% |
| 1Y | +6.1% | +18.6% | -12.5% | -14.4% |
| 3Y | -22.5% | +78.1% | -100.6% | -64.5% |
| 5Y | -54.5% | +82.3% | -136.8% | -78.8% |
| All | -54.5% | +81.6% | -136.1% | -78.8% |
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