+173.6%
ACIC vs VOO
+72.8%
+100.8%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.7% |
| 7D | -2.7% | -0.6% | -2.1% | -2.4% |
| 30D | +4.9% | -3.6% | +8.6% | +6.9% |
| 3M | +3.1% | -2.7% | +5.8% | +4.5% |
| 6M | -2.6% | +2.2% | -4.8% | -4.1% |
| YTD | -13.6% | +10.9% | -24.5% | -19.1% |
| 1Y | -8.9% | +11.3% | -20.2% | -14.9% |
| 3Y | +54.1% | +76.9% | -22.8% | +8.5% |
| 5Y | +173.6% | +73.5% | +100.1% | +105.6% |
| All | +173.6% | +72.8% | +100.8% | +105.6% |
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 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