+100.3%
ACIO vs VOO
+187.1%
-86.8%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -0.4% | +0.1% | -0.5% | -0.5% |
| 3M | +0.4% | +2.0% | -1.7% | -0.5% |
| 6M | +8.3% | +13.0% | -4.7% | +2.5% |
| YTD | +8.0% | +13.6% | -5.6% | +2.0% |
| 1Y | +11.0% | +20.1% | -9.1% | +2.3% |
| 3Y | +51.2% | +77.6% | -26.4% | +18.3% |
| 5Y | +56.9% | +82.4% | -25.6% | +20.2% |
| All | +100.3% | +187.1% | -86.8% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling