+47.4%
ACLS vs VOO
+67.5%
-20.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.0% | +6.6% |
| 7D | -19.7% | -4.7% | -14.9% | -11.6% |
| 30D | -36.2% | -5.9% | -30.3% | -27.7% |
| 3M | -34.1% | -4.5% | -29.6% | -27.4% |
| 6M | -35.6% | +1.9% | -37.4% | -36.0% |
| YTD | +12.0% | +8.4% | +3.6% | -1.0% |
| 1Y | +6.6% | +9.5% | -2.9% | -7.2% |
| 3Y | -31.4% | +75.3% | -106.6% | -75.4% |
| 5Y | +47.4% | +67.9% | -20.5% | -33.5% |
| All | +47.4% | +67.5% | -20.1% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling