+43.2%
ACHV vs VOO
+77.4%
-34.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.9% | -4.0% |
| 7D | -16.8% | -0.8% | -16.1% | -16.0% |
| 30D | +5.5% | -1.1% | +6.6% | +7.0% |
| 3M | +27.9% | +3.9% | +24.0% | +22.1% |
| 6M | +61.2% | +13.6% | +47.6% | +39.1% |
| YTD | +42.1% | +12.7% | +29.3% | +24.1% |
| 1Y | +123.4% | +17.6% | +105.8% | +88.0% |
| 3Y | +43.2% | +77.3% | -34.1% | -16.6% |
| All | +43.2% | +77.4% | -34.2% | -16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling