+658.1%
ACIW vs VOO
+812.0%
-153.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.2% |
| 7D | +1.5% | +0.5% | +0.9% | +0.8% |
| 30D | -3.1% | -0.9% | -2.2% | -2.0% |
| 3M | +22.1% | +3.9% | +18.2% | +16.2% |
| 6M | +22.2% | +14.5% | +7.6% | +3.3% |
| YTD | +8.7% | +13.0% | -4.2% | -6.4% |
| 1Y | +1.5% | +19.4% | -17.9% | -18.5% |
| 3Y | +124.5% | +78.9% | +45.7% | +12.5% |
| 5Y | +59.8% | +82.3% | -22.5% | -21.4% |
| 10Y | +171.7% | +314.2% | -142.5% | -50.2% |
| All | +658.1% | +812.0% | -153.9% | -49.8% |
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