-13.6%
ACLS vs VOO
+78.4%
-92.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.3% | +6.1% | +3.5% |
| 7D | +13.1% | +0.1% | +13.0% | +12.3% |
| 30D | -20.1% | -3.3% | -16.8% | -13.8% |
| 3M | -23.3% | -2.4% | -20.9% | -18.7% |
| 6M | -34.0% | +2.6% | -36.6% | -35.7% |
| YTD | +34.0% | +11.3% | +22.7% | +12.5% |
| 1Y | +25.5% | +13.4% | +12.1% | +1.9% |
| 3Y | -13.6% | +80.3% | -93.9% | -77.0% |
| All | -13.6% | +78.4% | -92.0% | -77.0% |
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