-15.1%
ACGLN vs VOO
+96.5%
-111.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.8% |
| 7D | +0.4% | -0.4% | +0.8% | +0.6% |
| 30D | -3.1% | -1.4% | -1.8% | -2.7% |
| 3M | -1.1% | +3.7% | -4.8% | -2.3% |
| 6M | -4.7% | +13.0% | -17.7% | -8.4% |
| YTD | -2.5% | +12.4% | -15.0% | -6.2% |
| 1Y | -7.4% | +18.6% | -26.0% | -12.5% |
| 3Y | +4.0% | +78.1% | -74.1% | -15.7% |
| 5Y | -18.8% | +82.3% | -101.1% | -36.0% |
| All | -15.1% | +96.5% | -111.6% | -33.9% |
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