-23.4%
ACGLN vs VOO
+72.6%
-96.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -4.2% | +2.6% | -6.8% | -5.0% |
| 30D | -3.6% | -2.0% | -1.6% | -3.0% |
| 3M | -9.2% | -2.8% | -6.4% | -8.4% |
| 6M | -10.4% | +2.2% | -12.6% | -11.2% |
| YTD | -8.4% | +11.5% | -20.0% | -11.8% |
| 1Y | -11.0% | +13.5% | -24.5% | -14.7% |
| 3Y | -6.6% | +78.1% | -84.7% | -24.6% |
| All | -23.4% | +72.6% | -96.0% | -39.7% |
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