-21.3%
ACIC vs VOO
+315.3%
-336.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.1% |
| 7D | -1.2% | -0.4% | -0.8% | -0.9% |
| 30D | -6.6% | -1.4% | -5.3% | -5.6% |
| 3M | -9.5% | +3.7% | -13.2% | -12.3% |
| 6M | -19.2% | +13.0% | -32.3% | -27.2% |
| YTD | -21.8% | +12.4% | -34.2% | -29.3% |
| 1Y | -10.7% | +18.6% | -29.3% | -22.8% |
| 3Y | +39.6% | +78.1% | -38.5% | -14.3% |
| 5Y | +228.5% | +82.3% | +146.3% | +94.4% |
| 10Y | -21.3% | +322.5% | -343.8% | -82.6% |
| All | -21.3% | +315.3% | -336.6% | -82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling