+43.3%
ACIC vs VOO
+80.1%
-36.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -12.9% | +0.1% | -12.9% | -12.9% |
| 3M | -5.5% | +2.0% | -7.5% | -6.5% |
| 6M | -18.3% | +13.0% | -31.4% | -24.3% |
| YTD | -19.7% | +13.6% | -33.3% | -25.9% |
| 1Y | -13.0% | +20.1% | -33.1% | -22.8% |
| All | +43.3% | +80.1% | -36.8% | -19.7% |
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 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