-6.6%
ACGLN vs VOO
+78.5%
-85.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -4.2% | +2.6% | -6.8% | -4.8% |
| 30D | -3.6% | -2.0% | -1.6% | -3.2% |
| 3M | -9.2% | -2.8% | -6.4% | -8.6% |
| 6M | -10.4% | +2.2% | -12.6% | -11.0% |
| YTD | -8.4% | +11.5% | -20.0% | -10.8% |
| 1Y | -11.0% | +13.5% | -24.5% | -13.7% |
| 3Y | -6.6% | +78.1% | -84.7% | -27.0% |
| All | -6.6% | +78.5% | -85.0% | -27.0% |
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