-99.4%
ACHV vs VOO
+325.3%
-424.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.9% | -3.8% |
| 7D | -16.8% | -0.8% | -16.1% | -16.2% |
| 30D | +5.5% | -1.1% | +6.6% | +6.6% |
| 3M | +27.9% | +3.9% | +24.0% | +23.7% |
| 6M | +61.2% | +13.6% | +47.6% | +45.2% |
| YTD | +42.1% | +12.7% | +29.3% | +29.2% |
| 1Y | +123.4% | +17.6% | +105.8% | +97.1% |
| 3Y | +43.2% | +77.3% | -34.1% | -9.3% |
| 5Y | -11.9% | +84.1% | -96.0% | -45.8% |
| All | -99.4% | +325.3% | -424.7% | -99.8% |
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