-2.3%
ACGLO vs VOO
+78.5%
-80.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -3.1% | +2.6% | -5.7% | -3.8% |
| 30D | -4.5% | -2.0% | -2.5% | -4.1% |
| 3M | -7.8% | -2.8% | -5.0% | -7.1% |
| 6M | -9.6% | +2.2% | -11.8% | -10.1% |
| YTD | -8.6% | +11.5% | -20.1% | -11.0% |
| 1Y | -9.8% | +13.5% | -23.3% | -12.5% |
| 3Y | -2.3% | +78.1% | -80.4% | -22.0% |
| All | -2.3% | +78.5% | -80.7% | -22.0% |
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