-42.6%
ACI vs VOO
+82.4%
-125.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | -2.6% | +0.5% | -3.1% | -2.7% |
| 30D | +1.1% | -0.9% | +2.0% | +1.3% |
| 3M | -23.6% | +3.9% | -27.5% | -24.4% |
| 6M | -29.9% | +14.5% | -44.5% | -32.6% |
| YTD | -26.9% | +13.0% | -39.8% | -29.4% |
| 1Y | -34.2% | +19.4% | -53.7% | -37.7% |
| 3Y | -43.6% | +78.9% | -122.5% | -54.8% |
| All | -42.6% | +82.4% | -125.0% | -57.7% |
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