-42.5%
ACHC vs VOO
+67.9%
-110.4%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.1% | +6.1% |
| 7D | +23.5% | -2.7% | +26.2% | +25.8% |
| 30D | +26.6% | -5.4% | +32.0% | +31.8% |
| 3M | +20.4% | -4.1% | +24.5% | +24.1% |
| 6M | +46.2% | +0.7% | +45.5% | +45.4% |
| YTD | +160.7% | +8.7% | +152.0% | +142.7% |
| 1Y | +82.6% | +11.0% | +71.7% | +67.2% |
| 3Y | -49.7% | +75.5% | -125.1% | -69.2% |
| All | -42.5% | +67.9% | -110.4% | -62.1% |
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