-96.4%
ACH vs VOO
+325.3%
-421.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.8% |
| 7D | -10.7% | -0.8% | -10.0% | -10.1% |
| 30D | -10.7% | -1.1% | -9.7% | -9.9% |
| 3M | -66.4% | +3.9% | -70.2% | -67.7% |
| 6M | -55.7% | +13.6% | -69.4% | -60.8% |
| YTD | -61.4% | +12.7% | -74.1% | -65.5% |
| 1Y | -80.3% | +17.6% | -97.8% | -83.1% |
| 3Y | -93.4% | +77.3% | -170.8% | -96.1% |
| 5Y | -97.0% | +84.1% | -181.1% | -98.2% |
| All | -96.4% | +325.3% | -421.7% | -98.8% |
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