+29.9%
ACLS vs VOO
+13.0%
+16.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.3% | +2.8% | +0.7% |
| 7D | +20.7% | -0.9% | +21.6% | +23.1% |
| 30D | -12.9% | -2.3% | -10.6% | -6.6% |
| 3M | -17.9% | -1.2% | -16.7% | -14.8% |
| 6M | -32.7% | +3.3% | -36.0% | -36.8% |
| YTD | +38.4% | +12.3% | +26.1% | +11.0% |
| 1Y | +29.9% | +12.5% | +17.4% | +4.4% |
| All | +29.9% | +13.0% | +16.9% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling