-9.1%
ACHV vs VOO
+80.3%
-89.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.8% |
| 7D | -12.4% | -2.0% | -10.4% | -10.5% |
| 30D | +7.5% | -1.7% | +9.2% | +9.6% |
| 3M | +26.6% | +4.7% | +21.9% | +20.6% |
| 6M | +70.1% | +12.6% | +57.5% | +51.7% |
| YTD | +46.5% | +11.8% | +34.7% | +32.0% |
| 1Y | +122.0% | +17.5% | +104.4% | +91.7% |
| 3Y | +52.9% | +77.0% | -24.0% | -8.4% |
| 5Y | -9.1% | +82.6% | -91.7% | -45.4% |
| All | -9.1% | +80.3% | -89.4% | -45.4% |
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