+25.8%
ACGLO vs VOO
+261.5%
-235.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -1.1% | -2.0% | +0.9% | -0.4% |
| 30D | -3.2% | -1.7% | -1.5% | -2.7% |
| 3M | -1.3% | +4.7% | -6.0% | -2.8% |
| 6M | -5.8% | +12.6% | -18.3% | -9.5% |
| YTD | -4.5% | +11.8% | -16.3% | -8.1% |
| 1Y | -8.8% | +17.5% | -26.4% | -13.8% |
| 3Y | +7.0% | +77.0% | -70.0% | -12.9% |
| 5Y | -4.2% | +82.6% | -86.8% | -23.6% |
| All | +25.8% | +261.5% | -235.8% | -19.9% |
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