-32.0%
ACI vs VOO
+79.7%
-111.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.6% | -1.4% |
| 7D | -5.3% | -0.9% | -4.4% | -5.3% |
| 30D | +5.0% | -2.3% | +7.4% | +5.1% |
| 3M | +7.5% | -1.2% | +8.7% | +7.5% |
| 6M | -16.0% | +3.3% | -19.4% | -16.1% |
| YTD | -20.6% | +12.3% | -33.0% | -21.0% |
| 1Y | -23.5% | +12.5% | -36.0% | -23.9% |
| All | -32.0% | +79.7% | -111.8% | -41.6% |
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