-57.8%
ACHC vs VOO
+82.6%
-140.4%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -12.7% | +0.1% | -12.8% | -12.7% |
| 3M | +11.6% | +2.0% | +9.6% | +10.3% |
| 6M | +16.9% | +13.0% | +3.8% | +6.4% |
| YTD | +98.2% | +13.6% | +84.7% | +79.0% |
| 1Y | +18.9% | +20.1% | -1.1% | +2.7% |
| 3Y | -63.7% | +77.6% | -141.3% | -77.7% |
| All | -57.8% | +82.6% | -140.4% | -74.4% |
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