-97.0%
ACH vs VOO
+82.3%
-179.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.6% | -8.5% | -8.4% |
| 7D | -4.3% | +0.5% | -4.9% | -4.9% |
| 30D | -60.7% | -0.9% | -59.8% | -60.3% |
| 3M | -56.9% | +3.9% | -60.8% | -59.0% |
| 6M | -53.4% | +14.5% | -67.9% | -60.7% |
| YTD | -60.7% | +13.0% | -73.7% | -66.2% |
| 1Y | -79.6% | +19.4% | -99.0% | -83.7% |
| 3Y | -93.4% | +78.9% | -172.3% | -96.8% |
| 5Y | -97.0% | +82.3% | -179.3% | -98.7% |
| All | -97.0% | +82.3% | -179.3% | -98.7% |
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