+129.9%
ACLS vs VOO
+82.6%
+47.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.6% | +5.0% |
| 7D | -0.4% | +0.1% | -0.5% | -0.7% |
| 30D | -15.8% | +0.1% | -15.9% | -15.8% |
| 3M | -28.9% | +2.0% | -30.9% | -30.4% |
| 6M | +32.9% | +13.0% | +19.8% | +7.3% |
| YTD | +43.2% | +13.6% | +29.7% | +14.9% |
| 1Y | +46.1% | +20.1% | +26.0% | +5.8% |
| 3Y | -40.3% | +77.6% | -117.9% | -79.1% |
| All | +129.9% | +82.6% | +47.4% | -12.2% |
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