+26.3%
ACI vs VOO
+174.4%
-148.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +5.9% | +0.1% | +5.8% | +5.9% |
| 3M | -19.8% | +2.0% | -21.8% | -20.2% |
| 6M | -24.7% | +13.0% | -37.8% | -27.4% |
| YTD | -24.4% | +13.6% | -38.0% | -27.2% |
| 1Y | -31.5% | +20.1% | -51.6% | -35.3% |
| 3Y | -38.7% | +77.6% | -116.2% | -50.5% |
| 5Y | -42.8% | +82.4% | -125.2% | -55.7% |
| All | +26.3% | +174.4% | -148.1% | -20.1% |
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