+29.6%
ACES vs VOO
+221.3%
-191.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.3% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | -3.9% | +0.1% | -3.9% | -3.9% |
| 3M | -27.4% | +2.0% | -29.4% | -28.8% |
| 6M | -8.0% | +13.0% | -21.1% | -20.2% |
| YTD | -6.7% | +13.6% | -20.2% | -19.3% |
| 1Y | +5.2% | +20.1% | -14.9% | -14.5% |
| 3Y | -25.5% | +77.6% | -103.1% | -62.0% |
| 5Y | -55.4% | +82.4% | -137.8% | -77.5% |
| All | +29.6% | +221.3% | -191.7% | -62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling