+33.3%
ACI vs VOO
+169.4%
-136.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +2.3% | +2.6% | -0.3% | +1.6% |
| 30D | +1.2% | -2.0% | +3.2% | +1.7% |
| 3M | +6.8% | -2.8% | +9.6% | +7.5% |
| 6M | -18.7% | +2.2% | -20.9% | -19.3% |
| YTD | -20.2% | +11.5% | -31.7% | -22.9% |
| 1Y | -23.7% | +13.5% | -37.2% | -26.7% |
| 3Y | -31.6% | +78.1% | -109.7% | -45.1% |
| 5Y | -42.8% | +73.1% | -115.9% | -55.0% |
| All | +33.3% | +169.4% | -136.1% | -15.4% |
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 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