+123.7%
ACIW vs VOO
+77.4%
+46.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.6% |
| 7D | -1.6% | -0.8% | -0.9% | -0.9% |
| 30D | -1.3% | -1.1% | -0.2% | -0.1% |
| 3M | +17.4% | +3.9% | +13.5% | +12.5% |
| 6M | +25.7% | +13.6% | +12.1% | +8.4% |
| YTD | +9.0% | +12.7% | -3.8% | -5.0% |
| 1Y | +2.9% | +17.6% | -14.7% | -14.8% |
| 3Y | +123.7% | +77.3% | +46.3% | +3.5% |
| All | +123.7% | +77.4% | +46.3% | +3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling