-100.0%
ACHV vs VOO
+812.0%
-912.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.1% | -7.1% |
| 7D | -5.0% | +0.5% | -5.5% | -5.5% |
| 30D | +17.9% | -0.9% | +18.8% | +19.1% |
| 3M | +43.1% | +3.9% | +39.2% | +37.6% |
| 6M | +83.6% | +14.5% | +69.1% | +62.2% |
| YTD | +57.7% | +13.0% | +44.8% | +41.6% |
| 1Y | +167.6% | +19.4% | +148.1% | +129.2% |
| 3Y | +64.7% | +78.9% | -14.2% | -3.4% |
| 5Y | +1.0% | +82.3% | -81.2% | -42.0% |
| 10Y | -99.3% | +314.2% | -413.6% | -99.8% |
| All | -100.0% | +812.0% | -912.0% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling