+215.5%
ACIC vs VOO
+82.3%
+133.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.1% |
| 7D | -0.5% | +0.5% | -1.1% | -0.8% |
| 30D | -10.8% | -0.9% | -9.9% | -10.4% |
| 3M | -8.8% | +3.9% | -12.7% | -10.8% |
| 6M | -19.9% | +14.5% | -34.5% | -26.1% |
| YTD | -21.6% | +13.0% | -34.6% | -27.2% |
| 1Y | -12.2% | +19.4% | -31.6% | -21.1% |
| 3Y | +39.9% | +78.9% | -39.0% | -1.3% |
| 5Y | +215.5% | +82.3% | +133.2% | +137.3% |
| All | +215.5% | +82.3% | +133.2% | +137.3% |
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