+124.4%
ACLC vs VOO
+159.5%
-35.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.2% |
| 7D | +0.7% | +0.5% | +0.1% | +0.1% |
| 30D | -1.8% | -0.9% | -0.8% | -0.8% |
| 3M | +3.4% | +3.9% | -0.5% | -0.5% |
| 6M | +12.7% | +14.5% | -1.8% | -1.9% |
| YTD | +10.1% | +13.0% | -2.8% | -2.7% |
| 1Y | +14.3% | +19.4% | -5.1% | -4.6% |
| 3Y | +58.4% | +78.9% | -20.4% | -12.4% |
| 5Y | +57.7% | +82.3% | -24.6% | -14.2% |
| All | +124.4% | +159.5% | -35.1% | -16.5% |
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