+98.3%
ACIO vs VOO
+184.0%
-85.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.4% |
| 7D | -0.3% | -0.9% | +0.6% | +0.1% |
| 30D | -2.3% | -2.3% | +0.1% | -1.2% |
| 3M | -1.4% | -1.2% | -0.3% | -0.9% |
| 6M | +1.0% | +3.3% | -2.4% | -0.5% |
| YTD | +6.9% | +12.3% | -5.4% | +1.4% |
| 1Y | +5.8% | +12.5% | -6.7% | +0.3% |
| 3Y | +50.0% | +79.2% | -29.2% | +17.1% |
| 5Y | +52.0% | +75.7% | -23.7% | +18.0% |
| All | +98.3% | +184.0% | -85.7% | +37.5% |
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