-62.3%
ACIU vs VOO
+80.3%
-142.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.9% |
| 7D | -8.2% | -2.0% | -6.2% | -6.1% |
| 30D | +5.9% | -1.7% | +7.6% | +7.9% |
| 3M | +26.9% | +4.7% | +22.1% | +20.2% |
| 6M | -11.5% | +12.6% | -24.1% | -22.6% |
| YTD | -14.3% | +11.8% | -26.1% | -24.4% |
| 1Y | +12.1% | +17.5% | -5.5% | -5.9% |
| 3Y | -18.2% | +77.0% | -95.2% | -57.3% |
| 5Y | -62.3% | +82.6% | -144.9% | -80.1% |
| All | -62.3% | +80.3% | -142.6% | -80.1% |
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